Module Settings/Template Management - Revision history

J.collier: fixed dead-end page; added link back to Module Settings page

2013-06-07T20:30:03Z

fixed dead-end page; added link back to Module Settings page

J.collier: /* Email Templates (Premium Email Feature) */

2012-10-23T16:23:54Z

Email Templates (Premium Email Feature)

J.collier: /* Email Templates (Premium Email feature) */

2012-10-23T16:22:59Z

Email Templates (Premium Email feature)

J.collier at 16:11, 23 October 2012

2012-10-23T16:11:25Z

J.collier at 16:09, 23 October 2012

2012-10-23T16:09:57Z

J.collier at 16:09, 23 October 2012

2012-10-23T16:09:31Z

J.collier at 16:05, 23 October 2012

2012-10-23T16:05:05Z

Technowrites at 06:50, 21 September 2012

2012-09-21T06:50:07Z

Technowrites: Created page with "Commence On-Demand gives you the capability to develop and manage templates that suit your company needs. The following template types can be developed and maintained:Print T..."

2012-09-21T06:47:03Z

Created page with "Commence On-Demand gives you the capability to develop and manage templates that suit your company needs. The following template types can be developed and maintained:Print T..."

New page

Commence On-Demand gives you the capability to develop and manage templates that suit your company needs. The following template types can be developed and maintained:Print Templates E-Mail Templates Sales Proposal Templates Support Ticket TemplatesManaging Print and other Templates-Print templates establish a company-wide standard for printed documents, ensuring a high degree of professionalism whenever a document is presented to a customer. Use the steps outlined below to create a print template. 1. From the Tab, select Administration.2. Then select Module Settings from the administration listing.3. Select the Template Management module in Administration4. Next click the New Template button to create a new template.5. Type the Template Name for your New Template.6. The Template ID number is automatically assigned.7. Select “Print” from Template Type drop down. NOTE: If you would like to set up the other types of templates, follow the same steps and simply choose another template from the template type drop down.8. Enter the content for the template, using the formatting buttons to create the look of the template.9. Select the Save button to save the print and other templates.The sample below shows the template design tool which allows you to build and modify your document. You may also use HTML script and graphics for professional looking documents.If creating an HTML template, copy your Source from your HTML file, click the “SOURCE” button in the Commence template design tool (circled below), paste the HTML script into the body of the document then click SOURCE again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.Email Templates (Premium Email feature)-Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail.

← Older revision		Revision as of 20:30, 7 June 2013
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	3. Click '''Save Template''' to save your changes. Your new template will appear on the '''Load Template''' list next time you compose an email message.		3. Click '''Save Template''' to save your changes. Your new template will appear on the '''Load Template''' list next time you compose an email message.
		+
		+	Return to [[Module_Settings\|Module Settings]]

@@ Line 24: / Line 24: @@
 == Email Templates (Premium Email Feature) ==
-Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.
+Users can save their own personalized e-mail templates. The creation process does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.
 . From the Email module, click '''Compose''' to create a new email message.

← Older revision		Revision as of 16:22, 23 October 2012
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−	== Email Templates (Premium Email ~~feature~~) ==	+	== Email Templates (Premium Email Feature) ==

−	Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.~~Go to~~ the Email ~~Tab~~, click Compose to ~~open~~ a new email message. ~~Use the ‘Load Template’ drop-down to select a Template from the list~~. ~~Continue formatting~~ the body of your message, attach files as needed~~, then click~~ Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an ~~e-mail~~.	+	Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.
		+
		+	1. From the Email module, click '''Compose''' to create a new email message.
		+
		+	2. Enter and format the body of your message and attach files as needed.
		+
		+	3. Click '''Save Template''' to save your changes. Your new template will appear on the '''Load Template''' list next time you compose an email message.

@@ Line 17: / Line 17: @@
 . Enter the content for the template, using the formatting buttons to create the look of the template.
-. Click the Save button. '''The template is saved and an ID number is automatically assigned.'''
+. Click the '''Save''' button. ''The template is saved and an ID number is automatically assigned.''
 '''Note:''' If creating an HTML template, copy your source from your HTML file, click the '''Source''' button in the Commence template design tool, paste the HTML script into the body of the document then click '''Source''' again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.

← Older revision		Revision as of 16:09, 23 October 2012
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	9. Click the Save button. '''The template is saved and an ID number is automatically assigned.'''		9. Click the Save button. '''The template is saved and an ID number is automatically assigned.'''

−	Note If creating an HTML template, copy your source from your HTML file, click the '''Source''' button in the Commence template design tool, paste the HTML script into the body of the document then click '''Source''' again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.	+	'''Note:''' If creating an HTML template, copy your source from your HTML file, click the '''Source''' button in the Commence template design tool, paste the HTML script into the body of the document then click '''Source''' again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.

@@ Line 1: / Line 1: @@
-Commence On-Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.
+Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.
 To create a new template:
@@ Line 19: / Line 19: @@
 . Click the Save button. '''The template is saved and an ID number is automatically assigned.'''
-The sample below shows the template design tool which allows you to build and modify your document.  You may also use HTML script and graphics for professional looking documents.
+Note If creating an HTML template, copy your source from your HTML file, click the '''Source''' button in the Commence template design tool, paste the HTML script into the body of the document then click '''Source''' again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.
-Email Templates (Premium Email feature)-
+== Email Templates (Premium Email feature) ==
 Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail.

@@ Line 1: / Line 1: @@
-Commence On-Demand gives you the capability to develop and manage templates that suit your company needs.  The following template types can be developed and maintained:
+Commence On-Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.
-Managing Print and other Templates-
+To create a new template:
-Print templates establish a company-wide standard for printed documents, ensuring a high degree of professionalism whenever a document is presented to a customer.  Use the steps outlined below to create a print template.
+. Select '''Administration''' from the '''Quick Links''' section.
-.	From the   Tab, select Administration.
+. Select '''Module Settings''' from the '''Administrator''' section.
-.	Then select Module Settings from the administration listing.
+. Select Template Management.
-.	Select the Template Management module in Administration
+. Click the '''New Template''' button.
-.	Next click the New Template button to create a new template.
+. Enter the name in the '''Template Name''' field.
-.	Type the Template Name for your New Template.
+. Select the template type from the drop down list.
-.	The Template ID number is automatically assigned.
+. Enter the content for the template, using the formatting buttons to create the look of the template.
-.	Select “Print” from Template Type drop down. NOTE: If you would like to set up the other types of templates, follow the same steps and simply choose another template from the template type drop down.
+. Click the Save button. '''The template is saved and an ID number is automatically assigned.'''
 The sample below shows the template design tool which allows you to build and modify your document.  You may also use HTML script and graphics for professional looking documents.

← Older revision		Revision as of 06:50, 21 September 2012
Line 1:		Line 1:
−	Commence On-Demand gives you the capability to develop and manage templates that suit your company needs. The following template types can be developed and maintained:Print Templates E-Mail Templates Sales Proposal Templates Support Ticket ~~TemplatesManaging~~ Print and other Templates-Print templates establish a company-wide standard for printed documents, ensuring a high degree of professionalism whenever a document is presented to a customer. Use the steps outlined below to create a print template. 1. From the Tab, select Administration.2. Then select Module Settings from the administration listing.3. Select the Template Management module in ~~Administration4~~. Next click the New Template button to create a new template.5. Type the Template Name for your New Template.6. The Template ID number is automatically assigned.7. Select “Print” from Template Type drop down. NOTE: If you would like to set up the other types of templates, follow the same steps and simply choose another template from the template type drop down.8. Enter the content for the template, using the formatting buttons to create the look of the template.9. Select the Save button to save the print and other templates.The sample below shows the template design tool which allows you to build and modify your document. You may also use HTML script and graphics for professional looking documents.If creating an HTML template, copy your Source from your HTML file, click the “SOURCE” button in the Commence template design tool (circled below), paste the HTML script into the body of the document then click SOURCE again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.Email Templates (Premium Email feature)-Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail.	+	Commence On-Demand gives you the capability to develop and manage templates that suit your company needs. The following template types can be developed and maintained:
		+	Print Templates E-Mail Templates Sales Proposal Templates Support Ticket Templates
		+
		+	Managing Print and other Templates-
		+
		+	Print templates establish a company-wide standard for printed documents, ensuring a high degree of professionalism whenever a document is presented to a customer. Use the steps outlined below to create a print template.
		+
		+	1. From the Tab, select Administration.
		+
		+	2. Then select Module Settings from the administration listing.
		+
		+	3. Select the Template Management module in Administration
		+
		+	4. Next click the New Template button to create a new template.
		+
		+	5. Type the Template Name for your New Template.
		+
		+	6. The Template ID number is automatically assigned.
		+
		+	7. Select “Print” from Template Type drop down. NOTE: If you would like to set up the other types of templates, follow the same steps and simply choose another template from the template type drop down.
		+
		+	8. Enter the content for the template, using the formatting buttons to create the look of the template.
		+
		+	9. Select the Save button to save the print and other templates.
		+
		+	The sample below shows the template design tool which allows you to build and modify your document. You may also use HTML script and graphics for professional looking documents.
		+
		+	If creating an HTML template, copy your Source from your HTML file, click the “SOURCE” button in the Commence template design tool (circled below), paste the HTML script into the body of the document then click SOURCE again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.
		+
		+	Email Templates (Premium Email feature)-
		+
		+	Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail.