How to create Document Templates in OpenSolar

This article relates to the control zone of the app.

Document templates can be used to generate various different types of offline files (PDFs) in OpenSolar. These templates pull information from specific projects using placeholders, and insert it into a given document. You can these templates in control > other > document templates > +create. 

There are 4 types of document templates available in OpenSolar:

• Owner's Manual
• Installation Instructions
• Energy Yield Report
• Generic Document

Owner's Manual

This is a document we have designed for you to pass over to your customer once the installation has been completed. The owner's manual is compiled under the guidelines mentioned in the Solar PV Retailer Code of Conduct put together by the Clean Energy Council. It contains key information on the installed solar system, such as safety information, connection diagrams, standard procedures, product datasheets, commissioning sheets, and more. 

To generate an owner's manual, see here.

Installation Instructions

This is a document designed to hand over to the installer to go and install the solar system. It contains key information such as contact details, site details, the system design image, and component list/configuration. This is a perfect document to hand to installers than are subcontracted or are not a team member in your OpenSolar account. 

To generate the installation instructions template for a project, see here. 

Energy Yield Report

This document is designed to provide a system overview to the customer. It contains the system parameters (e.g. size, manufacturers, orientation, etc.), and shows all of the systems that have been designed and are shown to the customer. This way the customer can quickly compare the key details of each system they are being offered.

To generate an Energy Yield Report, see here. 

Generic Document 

This is a template we have designed as a blank canvas for you to customise. You can create your own generic document, utilise all of the placeholders available in our WSYWIG text editor, and insert images if necessary. 

Generating a document template for a project

To generate one of these templates for a given project, go to the project zone, scroll to the bottom, and click . You can then select which type of template you would like to generate for this specific project. Be mindful that when generating this file, it will only pull information from the project that you are currently in. If you would like to create a document for another project, return to your project list, and select the designated project, then generate the file.