Was ist eine Dokument-Vorlage in Skava?

Eine wiederverwendbare Vorlage deiner Firma, die du aus Bausteinen (Überschriften, Textfelder, Tabellen, Bilder) zusammenstellst. Das Team füllt sie anschließend zu konkreten Dokumenten aus.

Wer darf Dokument-Vorlagen anlegen?

Das Anlegen und Bearbeiten ist Firmen-Admins vorbehalten. Freigegebene Vorlagen können anschließend alle Mitglieder der Firma nutzen.

Warum kann ich eine freigegebene Vorlage nicht mehr ändern?

Freigegebene Vorlagen sind unveränderlich, damit bereits erzeugte Dokumente reproduzierbar bleiben. Für Änderungen legst du eine neue Version an.

Wie sende ich stattdessen Werte an ein eigenes System?

Dafür gibt es API-Schnittstellen — ein Formular, dessen Werte als JSON an dein Backend gesendet werden.

Custom Elements: Documents

With document templates, you build your own reusable documents for your company — from ready-made building blocks like headings, text fields, tables, and images. Your team then fills them in.

You manage Custom Elements in the Webapp under Custom Elements of your company. Creating and editing is restricted to company admins; published templates can then be used by all members of the company. Use the toggle at the top to switch between Documents and API Interfaces.

Building a document template

In Documents mode, tap the Plus button on the left to create a template.
Add elements from the building block palette and arrange them using drag and drop.
Name fields, set placeholders, and mark them as required where needed.
Publish using Publish.

Draft and publication

Each template starts as a draft and can be freely edited — changes are saved automatically. Once everything is ready, you publish it with Publish.

Published templates are immutable so that documents already created remain reproducible. If you want to make changes, create a new version.

Do you want to send filled values to your own system instead? See Custom Elements: API Interfaces.

Webapp and mobile app

Templates are created, edited, and published in the webapp — the editor with building block palette is designed for larger screens.

Frequently Asked Questions

What is a document template in Skava?

A reusable template for your company that you assemble from building blocks (headings, text fields, tables, images). Your team then fills them in to create specific documents.

Who is allowed to create document templates?

Creating and editing is restricted to company admins. Published templates can then be used by all members of the company.

Why can't I edit a published template anymore?

Published templates are immutable so that documents already created remain reproducible. To make changes, create a new version.

How do I send values to my own system instead?

For that, there are API Interfaces — a form whose values are sent as JSON to your backend.