Documents, Templates, SWMS and Generated PDFs
Guides for document templates, placeholders, generated documents, SWMS, notices, job sheets, warranties and handover documents.
Document template catalogue
Use the document template catalogue to review Fencify document templates, open templates for editing, and check available merge placeholders.
Search and filter document templates
Use category filtering and search on the Documents page to find the right template before reviewing or editing document wording.
Document template editor
Use the document template editor to update template wording, insert placeholders, enable generation and restore Fencify default wording when needed.
Placeholder guidance
Use placeholder guidance in the template editor to insert supported merge fields into document titles and body wording.
Public proposal document visibility
Use public proposal document visibility to review which proposal templates can render inside the client proposal view before sending a quote.
SWMS template
Use the SWMS template to control Safe Work Method Statement wording, placeholders and enabled status before generating project SWMS PDFs.
SWMS hazards
Use the SWMS hazard library to add, update, order, enable and disable hazard rows that can appear in project SWMS documents.
Generate a quote document
Use Quote Documents to generate quote-based PDFs from enabled proposal, notice or quote document templates and store the output in generated history.
View generated quote document history
Use generated quote document history to review recently generated quote PDFs and reopen stored records from a quote.
Generate a project document
Use Project Documents to generate PDFs from enabled project, quote or project, and job sheet document templates.
View generated project document history
Use generated project document history to reopen recent PDFs created for a project and decide when a fresh document should be generated.
Generate project SWMS
Use Generate SWMS on a project to select hazards, create a Safe Work Method Statement PDF and store the generated document record.
Generate job sheet
Use the project job sheet tools to generate a PDF work order and provide installers with site, safety, fence run and material information.
Generate handover certificate
Use the handover certificate PDF to record project completion, client details, site reference and client sign-off where available.
Generate Notice to Fence
Use Notice to Fence generation to prepare a PDF using saved quote or project neighbour details, proposed works and cost contribution information.