Document Templates
Document Templates is where you create and edit your templates for customer-facing documents for parts of the system such as the Sales Opportunities. You can create these templates to reflect your brand and organisation.
These templates are used in the Sales Opportunities to:
- Email prospects and clients through the Ad-hoc Emailer
- Generate and Email:ref: Quotations <salesopps_quotations>
- Generate Form Documents
Merge Fields will be added to this in the future for you to create dynamic documents, linking to information in the Opportunities system.
Create a Document Template
- Click
- Select the Category (at the moment, this is for the Opportunities system).
- Name your Document Template: this will be displayed when selecting your template.
- Use the WYSIWYG editor or click <> to switch between this and the HTML view. Please note that pasting content from a rich text editor, such as Word, can produce undesirable results. We recommend that you always check the HTML code for better results.
- Click
to save this template. - Click
to save the overall state of Document Templates.
Your Document Template will then be added to the table of available templates.
Edit a Document Template
- Click on the template you wish to edit in the table of available templates, this will open a context menu.
- Select Edit.
- Make your desired changes.
- Click
to save your changes. - Click to save the overall state of Document Templates.
Your Document Template will then be updated.
Delete a Document Template
- Click on the template you wish to edit in the table of available templates, this will open a context menu.
- Select Delete.
- Confirm with
, or 
Your Document Template will then be deleted.
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