VORKO modules
Editors and templates
Supported editors open documents, retain versions and fill company DOCX or XLSX templates through a form.
Where to find itHome → Files → Tools / document
Versions and editing
Document work retains version history. Editing capabilities vary by file type and platform; the available actions appear in the relevant editor.
Autofill
A template is made from a Word or Excel file: in Files → Tools → Autofill → Create, choose the file and mark its fields. Then open the template under Templates, fill in the form and save the result as.DOCX/.XLSX; Save as.PDF also creates a PDF copy. The finished document is saved as a new separate file in the root of Files, not linked to a deal; the template itself does not change.