Doklavio.

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Templates

Open a cloud template or a file from your computer.

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Who can access it?

Choose where this template appears. You can change it later from the workspace.

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Where should it be saved?

Local only stays on this computer. Personal and Team templates can save automatically to your account.

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Documents

Generate PDFs

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1Imported files

Records

Queue

Excel import

Choose spreadsheet data

Use grouping when several spreadsheet rows belong to one document, such as several items on the same invoice.

Template logic

Insert a block