Document Creation

Modified on Wed, 19 Jun at 3:49 PM

Overview

This portal helps users create, edit document templates, headers and footers for all the documents that need to be sent to the customer post sale of a unit.

Steps to create documents

Visit the following link (.com users) (.tech users)
1. First Select the project for which you want to create documents (Projects will be shown based on your access)
1. There are 2 sections here:
  1. Templates : This section facilitates the creation of document templates populated with required details. Additionally, it allows for the configuration of document headers and footers based on the specific document being generated.
  2. Headers and Footers : This will help you create different headers and footers, which can be used in document templates

First Go to Templates, select “Create New” option,

Pop-up to create document will open now.

Now configure the details in the document
1. Document Name
2. Template Type ( User Defined or Pre Defined)
3. Document type : Stage at which doc is displayed ( Booking Level, Demand Level, Collection level)
4. Content: Document Content
5. Header and Footers created for a project will be available here, select the header and footer to be used for the

Hit submit to save the template

Note: There will be list of Variables which can used in the document, Like Applicant name, Phone number, unit no., Unit details can be added in document using specific identifiers

Variables	Identifier
1st applicant (Primary applicant) name	{{booking.applicant(1).name}}
Address	{{booking.applicant(1).address}}
Booking id	{{booking.booking_id}}
unit name:	{{booking.booked_unit.name}}
Choose (x)th milestone of payment plan	{{booking.payment_plan.milestone(1)}}
Payment plan name	{{booking.payment_plan.payment_plan_name}}
Total amount of payment plan	{{booking.payment_plan.payment_plan_total_amount}}
Total GST amount of payment plan	{{booking.payment_plan.payment_plan_gst_amount}}
Total principle (Total-GST) amount of payment plan	{{booking.payment_plan.payment_plan_principal_amount}}

Arithmetic Operations and how to add them in document

Using the variables defined in the system, you can add, multiply, divide etc. values directly in the document

Operations	Sample
Addition	{{ var1 \| plus: 2 }},{{ var1 \| minus: 2 }}
Multiply	{{ var1 \| times: var2 }},
Divide	{{ var1 \| divided_by: var2 }}
Round off	{{ var1 \| divided_by: var2 \| round:1 }}, {{ var1 \| times: var2 \| round }},
Inwords	{{ var1 \| divided_by: var2 \| round: 0 \| in_words }}
Date format	{{ date_var \| date: "%b %d, %Y" }}
add months to date	{{ "now" \| add_date: 4, "months" \| date: "%a, %b %d, %Y" }}
subtract days to date	{{ "now" \| subtract_date: 3, "days" \| date: "%a, %b %d, %Y" }}
Formatting number	{{var1 \| in_indian_format}},{{var1 \| in_american_format}}

Let's look at a few examples below:

Ex.1 {{ booking.booked_unit.carpet_area | divided_by: 10.7639 | round: 3}}

The above argument will identify the “booked_unit.carpet_area” from the booking and divide it by 10.7639, round to 3 decimals and add it in the document.

Ex. 2 {{var1 | in_indian_format}}, {{var1 | in_american_format}}

in_indian_format: Converts var1 to a format used in India, likely with rupee symbol (₹) and comma-separated thousands. (₹12,,50,000.00 for Indian)
in_american_format: Converts var1 to a format used in the United States, likely with dollar sign ($) and comma-separated thousands. ($1,250,000.00 for American)

You can pass any amount variable that is to be added in the document as variables for desired values.

{{booking.payment_plan.payment_plan_total_amount} | in_indian_format}} - Total Amount in Indian format

Note: List of all the variables that can be fetched in a document will be available in a sheet below.

To add Sheet.( Link)