FleetHire - Creating PDF & Email Templates

Templates is where you can create & manage document templates. You can create as many PDF & email templates as required, you may choose to have an email template for each Client and a PDF template for each type of Terms & Conditions.

Create PDF Templates

Go to Templates - Click on PDFs & +Add PDF

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Here you can choose if you want to use the Custom Editor or select an existing PDF File.

Custom Editor:

a) Name Template

b) Select Template Type from dropdown

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c) Click on the Insert Example Template button, this will bring in Client & Company tags relating to the Template Type you have selected.

This can be edited to suit the Template requirements by dragging & dropping tags into the body of template.

Text can be added & edited using the editing options. 

d) Save Template

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File:

This allows you to create a PDF template using an exisiting file.

a) Name Template

b) Select Template Type from dropdown

c) Choose file

d) Save

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Create Email Template

Go to Templates - Click on Emails & +Add Email

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a) Name Template

b) Select Template Type from dropdown

c) To: Email address will automatically load from Client Contacts

d) cc & bcc Addresses: Can be set for each email template

e) Give email a Subject name

f) Click on the Insert Example Template button, this will bring in example text

This can be edited to suit the Email Template requirements by dragging & dropping tags into the body of template.

Text can be edited using the editing options. 

g) Save Template

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Using Templates

The templates are selected when you are viewing or sending Quotes, Contracts & Tax Invoices.

Select the required Email Template from dropdown list.

Tick box to include a PDF & select required PDF from dropdown list

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