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 TemplatesGo 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 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 TemplateGo 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 TemplatesThe 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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Next Step - Create On/ Off Hire Checklists |