FleetAdmin - Templates

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FleetAdmin templates allows you create & manage all company templates in the one place.

Users will have the ability to access templates if they have an admin role for Dockets, FleetMaint, FleetSafety & FleetHire. See User Access Control 

 

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Create New PDF Template

PDF templates allows you to create custom forms including company logo's & text & bring in the content of your completed form.
  • Go to FleetAdmin
  • Templates
  • Click on New PDF Template

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  • Name the template
  • Select PDF - This will be the default selection
  • Choose the template type from the dropdown

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  • Click on insert example template - this will give a great starting point for each template type
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Available Custom Content

  • Drag & Drop any remaining required fields to insert them into the template

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Format the Template

  • Use these tools to format your template

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  • Click create to save template

Create New File Template

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

  • Select template type 
  • Name the file
  • Select file

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  • Click to select or drag & drop files here

Create New Email Template

  • Click on new email template

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  • Select template type from dropdown options
  • Name the email template
  • Click on insert example template - This will give a great starting point for each template type
  • You can add in email addresses that are static for each email template
  • Drag & drop the available custom content to customise
  • Click on create

Emailing Completed Forms

Dockets, Work Orders, SleetSafety Incidents, Inspections & FleetHire Contacts & Quotes can be emailed from within The Fleet Office.

  • Go the the bottom of the completed form

Create templates as per below Help Centre Articles (Click Button):

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Search & Edit Existing Templates

All exisiting templates will be displayed on this page.
  • Search via Name, Type or Format
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