Organisation includes limited information such as your Organisation Name, ABN, Website and Address, to allow these details to be used into documents saving time in re-keying the information.
Adding and Editing Organisation information
Upon first use of Smarter Drafter, you will need to add your organisation details.
1. Navigate to Account, then Organisation & Offices tab.
3. Add all the necessary fields and click Save.
4. Your Organisation details are now available to be used in your document automations.
Once the Organisation is added, the details of the Organisation can be edited.
Use Organisation details in Document Automations
1. Open the document in Word with the right form selected.
2. Click on the More tab, and select Organisation Fields
3. Add the required Organisation fields into the right place into the document
4. Ensure to upload the document once done and test that it appears correctly in documents generated.
To learn about applying Branding to an Organisation, see the following help article.
Common Issues & Solutions
Issue: I've added Organisation fields from the Word add-in to the document, but when I tried to generate a document the details did not appear.
Solution: Check that you have added and saved the information in Organisation. Alternatively, check that the document template has been uploaded into the form.