how to generate documents from a neostella add-in template

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To generate documents from a Neostella add-in template, follow this steps:

  1. After navigating to Projects locate the Project in the main dashboard where you want to generate the document and click on it.
  2. Locate the custom section that contains the Generate Document button.
  3. Click the Generate Document button. 
  4. NOTE: The name of this button may vary depending on how your organization’s administrator configured it.
  5. Select the desired Template from the dropdown menu. The template name is displayed in the button.
  6. Then click the button again. The platform generates the document using the Template and the Project’s data according to the field tags included in the template and the generated document with the corresponding data is listed in the Documents section within the current project.