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A structured document comes in two parts — the structured document template and the entries it generates. You first need to create a template before you can generate entries from it.

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Create a structured document template

  1. Navigate to Settings > Documents.
  2. Click Create structured document down the bottom-left.
  3. Give the Structured Document a title (this will be used as the name in the left menu and supports emojis).
  4. Build out your structured document template with question/answer fields by typing ‘/’ or clicking the + button on hover.
  5. Select the fields you’d like to show in the list of entries.
  6. Select a field you’d like to use as the title of the entry.
  7. Click Save up the top-right.
Tips!
  • The Question name becomes the title of the column
  • The little star in the top-right corner of the field will make it a required field
  • Assets/Contacts/Documents/Uptime fields will allow you to select existing items for the associated client
  • Conditional Logic allows you to show/hide fields
  • The 3-dot menu allows you to restore previous versions of the structured document template

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Structured document entry

  1. Navigate to Documents in the main menu.
  2. Set your Client Focus.
  3. Select your Structured Document title from the left menu.
  4. Click New to create an entry.
  5. Fill in the required fields and click Save.
  6. You will now see a new entry in the list.