Learn more about Document Templates

Click on the feature you want to learn more about:

Documents Basic Setup	Getting Started
Create a document template Insert a data table Copy a template Download a template Edit the document template name Import and export templates Adding attributes to templates Convert to DOCX template format	What is Synergy? What is Synergy Cloud Services? Frequently asked questions How to use the help files Troubleshooting document templates Contact Us
Specific Template Types	Document Data Tables
Invoice template Proposal template Sub project template Credit note template Transmittal template Project documents Deposits	Data tables - Invoice Data tables - Invoice rates section Data tables - Invoice claim lines table Data Tables - Capped Rates fee table Data tables - Fax recipient Data tables - CSA work items table Data tables - Notes Data Tables - Proposal

Documents Basic Setup