A One Pass Template is an advanced feature in ClientPoint that integrates various tools like forms, trees, subforms, snippets, and fragments to create a powerful, automated document generation system. It streamlines complex proposal processes, making it easier for teams to build error-free and efficient ClientPoints while reducing the need for multiple templates.
Key Features and Benefits
- Simplified Workflow: Automates proposals or templates that are largely similar but need customization for specific variables like region, product, or division.
- Time-Saving: Allows for quick creation of ClientPoints by automating file inclusions and exclusions through delete conditions.
- Fewer Templates Needed: Reduces template clutter by combining dynamic components into one versatile template.
For more information about how to build a One Pass Template, click here.
For more information about how to use a One Pass Template within a ClientPoint, click here.
Functional Components of One Pass Templates
- A Form is where you can setup text, text area, drop-downs, checkbox, radio buttons to recreate merge tags within your Word files or questions and answers that you would based your delete conditions off of. Learn more.
- A Tree is a series of root and sub-root items similar to Parent and Child items where you can build association between selections made. All tree root and sub-root items are optional. Learn more.
- Delete Conditions - Syntax for Conditions
- Sub Forms are forms similar to the Form within a One Pass Template. The sub forms are not associated directly with a single One Pass Template, but instead are displayed to the user based on selections they make in the Form and Tree while using a One Pass Template. Learn more.
- Snippets are lightly formatted text that can be injected into a document or into another Snippet. Snippets support conditions either in the definition of a Snippet or can be acted upon by comment conditions which will dynamically control Snippet insertion. Learn more.
- Fragments are Word (docx) files without headers or footers that can be injected into another docx file or into another Fragment. Learn more.
- Product Selector allows Users to select a number of products from the Product Library within a One Pass Template. Snippets, Fragments and Subforms can be associated to products and enables specific components to inject into the word docx file based upon the products selected. Learn more.
Use Cases
If your organization handles templates or proposals with recurring content that needs slight variations (e.g., for different regions, products, or services), a One Pass Template ensures consistency and efficiency. It significantly reduces manual edits and errors while enhancing customization.
Who Manages One Pass Templates?
One Pass Templates are created and managed by administrators. They simplify the process for end-users by making the creation of ClientPoints faster, error-free, and adaptable to specific needs.
Conclusion
One Pass Templates are an essential tool for teams seeking to automate complex workflows while maintaining flexibility and accuracy. By consolidating features like forms, trees, snippets, and fragments, they offer a robust solution for dynamic content generation. For detailed guides on creating or using One Pass Templates, refer to the ClientPoint Knowledge Base or contact support.
If you have any questions, reach out to support@clientpoint.net for assistance.