A new feature is now available in Ismet Docs — document templates. When creating a document, you no longer need to upload a file or build it from scratch. You can select a ready-made template and fill out the document directly in the interface.
At the first stage, the most commonly used document types are available:
• invoice
• certificate of completed works (CWA)
Other templates are currently under development and will be added gradually.
Why document templates are needed
In practice, most documents are created using the same structure. Company details, counterparty information, and amounts change, but the layout, wording, and tables remain the same. As a result, users spend time on manual formatting and repeated checks.
Document templates in Ismet Docs address this problem:
• the document structure is predefined
• all key data is entered through a clear and structured form
• the document is generated automatically
• the result is immediately ready to be sent
How to create a document using a template
The document creation process works as follows:
1. Open Ismet Docs and click “Send document”.
2. In the creation window, select the “Templates” section.
3. Choose the required document type, for example an invoice or a CWA.
4. Fill in the fields: company details, counterparty information, line items, and amounts.
5. Save the document or send it after completing the form.
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Template functionality roadmap
The template functionality will continue to evolve. Ismet Docs plans to add new document types and expand the available features for working with templates.
Templates are the next step toward a more structured and predictable document workflow, without unnecessary manual actions or constant revisions.