Setting up templates on a product

Refer to the below for setting up document templates:

 

Navigate to the Document templates

The templates are accesable via the product

  • From the Product select the More Actions (1) then Document templates (2)

    • Setting up templates on a product

  • A list of Document templates are provided, select the template to be used eg. Capital Gains Tax Certificate

    • Setting up templates on a product

 

Logo

A logo can be added to the template:

  • Upload the logo
    • Click the Browse button and select the file from your local machine
    • After the file has been selected select the upload button to upload the file to the system
  • The Logo alignment is used to set the alignment of the logo on the document, the following options are available:
    • Left
    • Center
    • Right
  • The width of the logo on the document can be set with the Logo width, the Logo width is set as a percentage eg.:
    • 100% = Full width of the page (Maximum)
    • 50% = Half of the width of the page
    • 0% = No Logo will be shown

Setting up templates on a product

 

Main Template
  • The main temaple is accessable by selecting template from the Main template
  • The main template consists of the Template body (1)
  • The Template body is generated by the use of html code
  • A list of Substitute are listed on each template (2)
    • A Substitute is defined as a placeholder for data that needs to be updated.
    • For example: Reference need to be made to the Company Address in the Template body the {companyAddress} Substitute will then be used
  • A Test button is available to view the sample template (3)

Setting up templates on a product

Setting up templates on a product

 

Sub Template
  • If the template have sub templates (as example the Policy Document Template) the sub templates will be listed on the document template page (2)
  • The Sub Templates are accessable by selecting individual Sub Template (3)
  • The Sub Templates are used within the main template (4)
  • As with the maintemplate the sub template have the following:
    • The Sub Template consists of the Template body
    • The Template body is generated by the use of html code
    • A list of Substitute are listed on each template
    • A Test button is available to view the sample template

Setting up templates on a product

Setting up templates on a product

 

Styling
  • Custom styling can be set for eg. border width and font sizes

Setting up templates on a product
 

Last Updated on 3 years ago by Tinus Burger