How to customise documents as part of a transaction ?

You can use our templating feature and customise your documents as part of a transaction. 

To do this you need to : 

1️⃣ Prepare your document for templating. This step is explained in the following article How to prepare a document for templating?

2️⃣ In the Documents step of your transaction, import your template document in Docx. format form your computer or, if previously added, select it directly from your Equify library.

3️⃣ Check that your smartfields have been properly detected. 

To do so, click on the 🖋️ on the right of your document to display a window then click on Smartfields.

⚠️If the smartfield has not been detected, it will not appear in the list.

⚠️ If a smartfield is detected but not recognised, it will be displayed in grey.