Copying information from related records into a document takes time. You can now include those details directly in a template, so every generated document uses the latest information held in Kinabase.

What's new:

Document templates can now include fields from a record connected through a single-record linked collection field. For example, a task template can include the owner or budget from its linked project.

Open the linked collection field dropdown by typing @ in the editor to see available fields from the linked record. Kinabase displays each selection with a clear label, such as "Project - Owner", in the editor and generated document.

Why it matters:

• Reduce manual copying by building invoices, proposals, reports and operational documents using information already stored in related collections.
• Keep documents accurate since each document uses the current value from the linked record, helping teams avoid outdated names, addresses or account details.
• Manage reporting efficiently as you can include all the relevant information from your linked collections in a single document.

How it works:

1. Navigate to your collection, click Configure, then open Documents and Templates.
2. Click Add to create a document template, complete its details and click Add again, then click Edit beside it.
3. Click in the document and type @ to open the field menu. Start typing a field name to filter the available choices.
4. Open the linked collection field's submenu and select the linked field. You can use the pointer, or press the right arrow key, move with the arrow keys and press Enter.
5. Preview or generate the document. If no linked record exists, the field stays blank.

Note: The collection needs a linked collection field that connects to one record in another collection that is not reference data.

When to use it:

• Operations managers can add a linked project owner, deadline or location to task packs and delivery notes.
• Sales teams can include current customer details in quotes and proposals without maintaining the same information in two collections.
• Finance teams can include current budget or cost details in the same reports and analyses.

Get started

Open Kinabase and edit a document template from your collection's Documents settings.

If you have questions or feedback, we would love to hear from you. Email support@kinabase.com - we're listening.