Creating a Document from a Template in Ketl

Key Benefits :

Speed: Skip repetitive typing by pulling directly from client records.
Consistency: Maintain standardized document formatting.
Accuracy: Reduce typos and errors by using verified stored data.

Step-by-Step Instructions

Start from the Ketl Home Page
1
On the left-hand side panel, click the blue "Plus" sign.
Choose to Create a Document
2
A pop-up menu will appear with three options: Contact, Project, and Document. - Select Document.
Create from a Template
3
- At the bottom of the creation screen, you will see the Create from Template option.
- By default, the document name will be today’s date plus a default file name. You can change this to whatever you like.
Select or Create a Template
4
- After clicking Create from Template, you can either:
- Select an existing template from your library, or Create a new template. For example, you might choose a Billing template, such as “Monthly Billing Plans.”
View and Use Template Fields
5
On the right-hand side, you will see all the available fields that can be automatically filled from your client’s stored information.
- Click on a field to see its details. You can add these fields to your document so Ketl knows which parts of the text should be replaced.
Optional: Upload Your Own Template File
6
- You can upload a file in the Upload File section.
- If your uploaded file contains recognized template fields, Ketl will map them automatically.
Generate the Document
7
- Select a template and proceed.
- You will see fillable fields in the document where client data will be inserted.
- Select the client for the document.
Auto-fill and Review
8
- Once the client is selected, Ketl will automatically fill in all mapped fields with that client’s information.
- Review the document to ensure all details are correct.
Finalize
9
Save, share, or send the completed document for signature.

Keep your client information updated to ensure templates fill correctly every time.