Document Generator

Document Generator

The Document Generator serves as a versatile tool for creating and managing company documents intended for client use. These documents encompass a range of materials, such as lease agreements, welcome letters, inspection sheets, and body corporate rules. If you already possess documents in formats like Word or Excel, such as your company's Lease Agreement, you now have the option to seamlessly upload them into PropWorx. This enables effortless distribution to your clients.

Moreover, once a document is uploaded, you can integrate mail merge codes, ensuring that specific fields are automatically populated when printing or sending emails.


Please keep in mind that more intricate formatting tasks are best handled prior to importing into PropWorx, as the Document Generator's editing tools are designed primarily for basic editing tasks


1. Click Admin on the Main Menu.


2. Click Documents to open sub-menu.



3. Click on Documents Generator



4. Documents Generator Screen will open. The Document Generator screen is split into five (5) sections:
  1. Favourites – user is able to flag a document as favourite for easy access. 
  2. All Templates – shows all documents loaded to the document generator
  3. Shared Company Docs – shows all documents that are being shared to all users for that database
  4. Private Local Docs– shows all documents that only the user can view for that database
  5. Franchisor Docs– shows all documents that are being shared to all users by the franchise company. (Only available for Franchise clients)

Upload New Document

1. Click the New document Button.



2. Select where the document must be saved on the Category drop-down. Click Browse to search and select document on Device. Click Submit to upload.



3. The document will be uploaded to the selected category. 



Add & Remove Document from Favourites

Enable the Favourites Icon () on the document row. To remove a document from Favourites, disable the Favourite Icon. 
  1. Enabled Favourite Icon – will appear as Yellow () and document will be added to the favourites list. 
  2. Disabled Favourite Icon—will appear as White ()and document will be removed to the favourites list. 

Add codes (mail-merge) to document

1. Click the Edit Button () on the document to be edited. Document will open in Edit mode. Delete Document on the prompt. Note: Any changes made to the document will be changed for all users on PropWorx. 



2. Click Doc Codes button.



3. Doc Codes Menu will open. Click on the required Code from the list to paste in the desired area of the document.



4. Continue to paste the codes throughout the document. Please note that the image below has the codes in red for training purposes only. You can however make the codes in any size or colour to emphasize certain values e.g. outstanding amount. 



5. To Save: Click Save button. Changes will be uploaded to the document cloud. 



View & Generate Autofilled document

1. Click the Document Name to view the document. Document will open in view mode.



2. Click on the select file button. 



3. Customer File screen will open. Choose the file in the list by clicking on the File Name. 



4. You will now see what the codes will convert to for that particular file. When sending to many files, the codes will then convert automatically according to the information for that file. This however a good way to view before printing or sending or to test codes. Please note the codes shown below are in red for emphasis/training purposes. 



5. Optional: 
  1. Print Document: Click on Print Button ().  The document will be printed. 
  1. Download Document: Click on Download Button ().  The document will be downloaded to the device.


Delete Document

Document templates deleted will be removed permanently. If a document template is saved under Shared Company docs or Franchisor Documents, it will be deleted for all users.
1. Click the Delete Button () on the document to be deleted. Click Delete Document on the prompt. Note: Any documents deleted will be deleted permanently on PropWorx for all users. 


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