You can create Custom Fields in many areas in Ascora such as Customer, Jobs, Equipment, etc. Please see How to add a Custom Field user guide for more details on adding Custom Fields but that can be easily accessed in Administration → Custom Fields.
In order to auto-populate information from a Custom Field to your document template, you need to add a merge field in exactly the same format.
For example, if you have a custom field called Install Quality then your merge field should be «Install Quality» which contains a space between words.
Note: The standard merge fields don't have spaces in between such as EquipmentType if you're adding equipment type in your equipment record but when writing Custom Fields as merge fields, always follow the exact format or spacing such as the example cited above.
The following photo shows the custom field called Install Quality which we are adding to the document template as merge field.
Editing your Document Template
1. Go to Administration → Document Templates.
2. Select the template where you'd like a merge field added to by clicking the Pencil icon.
3. Click Download Template.
4. Open the Template that you've just downloaded and start adding tables, rows, or columns where you need to add the merge fields.
5. On the Insert Menu in Word Document, click on Quick Parts, then Fields.
6. Select MergeField in the Field names area and enter the name of the custom field to be displayed then click Ok.
Remember to follow exactly the same format so type Install Quality in the merge field name area.
7. Once added, you should find the merge field on the Word Document template in the location you selected as shown in the following photo.
8. After adding all necessary merge fields, go back to Administration → Document Templates → find the document template and click the Pencil icon but this time, select Upload a new Template.
Testing your Template
1. Depending on which document template you're updating, access a job, a quote, or a customer to run a test and see if the updated template is working as expected.
In this example, we updated the template called Equipment Record so we need to access a job and download Equipment Record.
2. Once the document is generated, details associated to that merge field will auto populate as shown below.
Note: You can always play around the formatting such as changing font size and style and changing table highlight.
Add Comment