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A structured document comes in two parts — the structured document template and the entries it generates. We’ll first need to create a template before we 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 ‘/’ to 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 to 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 E.g. Licenses in the screenshot below
  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