6 min guideUpdated August 2026App review required

Generate and manage job documents

Create documents from approved templates, review the populated job data and keep the resulting file attached to the correct record.

Best forProject Management / Production · Owner / Admin · Installer / Field
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the job and check the client, site, contacts, dates, scope and other data the document will use.
  2. Select Documents, choose the approved template and generate the file.
  3. Open the result and review every populated field, table, date and section.
  4. Correct source job data or the owned template when the issue is repeatable, then regenerate as required.
  5. Keep the reviewed result attached to the job and make its status or purpose clear to the next person.

Good practice

Generated does not mean approved. Review the rendered output whenever it will guide production, go to a customer or be used on site.

When you are finishedThe generated document contains current information, has been reviewed and can be found from the job.

Before you begin

  • The approved organisation template is current.
  • The job fields used by the template are complete and correct.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Document Templates/settings/templates

Controls the approved source content and data placeholders available for generation.

Open in SignBas3 →
Storage provider/settings/storage

Determines where supported generated job files are stored.

Open in SignBas3 →

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.