HappySOAP is a great starting point but we know that you have a tried and true method and format that works for you! Use HappyDoc's Custom Document Builder to create your own template with your preferred formatting, normal values, wording and all. This article covers the basics of the Custom Document Builder and if you're already feeling comfortable, you might want to check out our help articles for Advanced Settings, Custom Fields or the Builder FAQs.
📝 The Basics of Drafting your Custom Document
Open Settings, then Documents.
Click Create Custom to open the Document Builder
Pick the template you want to start from, such as HappySOAP or a blank document, then click Get Started. Starting from HappySOAP will populate the Custom Builder with the HappySOAP sections and fields while starting from a blank document gives you a blank slate.
At the top, type a name under Name your SOAP Record and add a short Document Description so your team knows when to use it. Use Export Settings to choose the font, layout and record color, then click Save.
Drag and drop items from the list of Fields in the right panel into the desired position within the center panel.
Dragging to the "Add a Section" line will add a new section to your document.
Dragging to a spot within an expanded section will add a new field to this section.
Change the field's title, normal value or formatting, if necessary.
NOTE: See Advanced Custom Documents for more information on Advanced Fields.
Remove a field by dragging and dropping it out of the center panel and into the right panel. OR by clicking the "X' on the field.
When you're ready, click Preview to check it, then click Save. Your changes aren't kept until you click Save.
Set your custom document to Active via the toggle next to the document name. An Active document is available for generation elsewhere in the product. Then, give it a go!
✐ Editing an Existing Custom Document
Note: Click Save when you finish editing. To keep the current version as it is, open Settings, then Documents, click the three dots next to the document, choose Copy Document, and edit the copy instead.
Open Settings, then Documents, and click the three dots next to your document. Your own documents have Copy, Edit and Delete Document. Built in documents have Preview Document and Copy Document, so copy one first if you want to change it.
