Create a Document for One or More Records

A document can be created from a template for more than one record at a time using the Microsoft Add-in.

To create a document from an existing template:

1. Click on the Document you wish to create from the contract or project page (example: Contract Pay Request). You may need to click on ‘Enable Editing’ in the Word or Excel document once it is opened.

2. In the Microsoft Office Add-In, select one or more records to create.

3. Click on ‘Create Selected Documents'

4. A new Word or Excel document will open for each selected record. Each document will need to be named, saved, and have approval set up individually.

5. Name the document. This name will be how the document is saved and will be noted when the document is routed for signature.

6. Click on ‘Save’. (The default selection is to save as a pdf, but the checkbox can be removed to save and route for approval in Word or Excel format instead.) This will save the document back to OneOffice and further comments, documents, and approval requests can be set up.

Open