Initial training

The Gonexa Doc solution is Gonexa's historic solution for generating a document from a template in the format .docx. xlsx .pptx .pdf

Associated Documents & Translations

Several types of document templates exist to allow the management of new use cases, such as appendices or translations of the main templates.

Training prerequisites

Have already done a configuration of a main template
Mise à jour du package sur la dernière version

Dans le cas d'une traduction, la partie Statique doit bien être traduite par vos soins en amont

What is an associated document?

It is possible to add one or more documents after a main document was generated, thanks to the associated documents. These documents can be added with or without conditions. They are dependent on the main document and cannot be generated alone.
Ces documents peuvent être ajoutés avec ou sans conditions. Ils sont dépendants du document principal et ne peuvent être générés seuls.

For example, this may be General Terms and Conditions of Sale or Product Sheets.

Related document template

CASE #1

Create the associated document type template

First, you need to create and configure the main document template
In the Doc tab of your main template, click New Associated Template
Give the model a name and choose the type of associate you want to create:

Static : The document does not contain tags.
In this case, there is no choice of main object.
Example: static terms and conditions
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Dynamic : The document contains tags.
In this case, the object is selected from among the primary or secondary type objects of the main document template.
Example: an appendix with dynamic information
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Multiple : The document contains tags and is repeated according to the number of child objects in the main document.
In this case, the object is selected from among the child objects of the main document template.
Example: product sheets, the main document contains a table with 5 products, then the associated document will be added 5 times after the main document, once for each product
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Once the associated document has been created, you will be redirected to the document template in order to load the desired template via the “Add a template” button.

Link an existing associated document template

It is also possible to link an existing associated document template to a main document template.

On your main template, go to the Doc tab then click on Link an associated document template
Choose an existing associated template then save

Add conditions for displaying an associated document

You can add conditions for displaying an associated document after the main document.

On your main template, go to the Doc tab, then for the desired associated document template, click on the action arrow and then on Edit condition
Build your display condition as desired
Example: You want the associated document to be added only if the status of the opportunity is “Proposal”

Document template translation

CASE #2

What is a Translation model?

A Translation document template is used to translate a main document.
This type of document is used when there is a need to have a document template in several languages.

Create the translation-type document template

First, you need to create and configure the main document template
In the Doc tab of the main document template, click “New Translation” in the Translation component
Give the model a name
Choose the desired language
Enter a prefix and a suffix in the name of the file that will be generated

Save to be redirected to the created document template
Then load the translated document, and check that all the dots are green.

The translation model is available for your users