In XTRF Platform you can find a set of Document Templates available by default. The default set of the Document Templates is prepared within the BIRT-2 version and give you an opportunity to generate documents for your partners, such as invoices or receivables, in the
PDF format. In addition, you can get a series of Document Templates available not only in the
PDF format, but also in the
DOCX format. This package of files is prepared using the BIRT-4 version and can be downloaded from the XTRF repository. Within the Document Templates you can produce the final version of documents for your partners within a desired layout. Additionally, you can localize the Document Templates conveniently selecting an appropriate language while uploading them to XTRF Platform - the final documents can be then generated in a required language.
This article instructs you how to get a package with already ready-to-use Document Templates and upload them to the Home Portal in XTRF Language Business Platform. Afterwards you can use them to generate the final documents for clients and vendors.
- The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
- The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.