Are you wanting to create document templates in ASPIRE? Document templates are created by adding system defined document fields (tags) to a Microsoft Word document. Document templates are setup to automate the process of sending documents by utilizing data fields from the account and contract information. Documents can be generated from a contract or account. The document templates workspace is accessed through the configuration menu – document templates option. Want to learn more? Click the link and login with your password. Once you have logged in, click Knowledgebase. Then you will click the ASPIRE v5 Help link. From there, click on the area for Administration. Look under the System Setup area and click Document Templates.

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