Newton Help Center

Get started

Configuration

Rights Management

Explore

How to guides

Working with Document Templates

Last edited 21 days ago by Michael Bartos

What are Document Templates?

Document templates serve as the foundation for generating customized documents. Essentially, a template is a Microsoft Word file containing placeholders that allow data from Newton to be seamlessly integrated into the text. The output is a fully formatted MS Word document.

⁠

⁠

How to create a Document Template?

Let’s assume we want to create a template that contains a list of shareholders of the actual entity, to be signed by the actual director(s).

Start with a new Word Document. You can use a blank one or from a (Word) template including company logos, etc.

Enter all text you want to see in the document. Wherever you want to see data from NEWTON, you can use a variable. The format is:

You can also use loops for lists and other formatting. Newton uses the Jinja syntax. A complete documentation can be found

here⁠

The list of variable names provided by Newton is documented

here⁠

Now, save the file and upload it to Newton under Tools/Document Templates. That's it.

You can download this sample template here:

⁠

Entity - List of Shareholders.docx

23.1 kB

⁠

How to generate a Document from a Template?

You can generate a document wherever you find the document upload dialog. For example on the Entity’s Documents tab:

⁠

⁠

Select a template from the “Create new file” section:

⁠

⁠

On the following screen you will be able to review and modify the data to be injected into the template:

⁠

On this screen, you can modify, add and remove values before generating the document.

The result (using the template above) would look like this:

⁠

After successful generation of the document, you will have these options:

Add Meta Data

Download

⁠

“Add Meta Data” opens the following dialog and allows to directly save the result in Newton:

⁠

“Download” is used for downloading the result. This is useful if you need to do further amendments or save in a different format (e.g. PDF) before uploading.

What are Document Templates?

How to create a Document Template?

How to generate a Document from a Template?

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.