Email Message Editor
How to write an email template: its subject, the email itself with details filled in for each customer, the header and footer, testing it and where it’s used.
Read article: Email Message EditorDocument Templates help
Help for Document Templates in Work Planner.
Articles
Saved Sections
How to keep a section you’ve designed and add it to your other templates, website pages and blog posts, and how to rename or delete saved sections.
Read article: Saved SectionsImporting and Exporting Templates
How to download a document template’s design as a file, bring a design in from a file, and what doesn’t come across.
Read article: Importing and Exporting TemplatesPreview & Test Popup
How to preview a document template with one of your real records or example details, download it as a PDF, and email yourself a test.
Read article: Preview & Test PopupVersion History Popup
How Work Planner keeps earlier versions of a document template’s design, and how to look at one and restore it.
Read article: Version History PopupMoving Designs Between Editors
Which template editors a design can move between, what comes across when it does, and how Save as template keeps a copy of a design.
Read article: Moving Designs Between EditorsText Message Editor
How to write a text message template: adding details such as the customer’s name, how long the message is, the phone preview, drafts and saving.
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How to write a document template in HTML: the code editor, suggestions for variables and repeating items, the live preview, drafts and saving.
Read article: HTML EditorSimple Editor
How to write a letter-style template in the Simple editor: the letterhead and footer, the text toolbar, images, tables, variables, drafts and saving.
Read article: Simple EditorTemplate Use, Page Size and Layout
What a template’s Used for, Page size and Layout settings do: printing and emailing, text messages, A4 and A5, and printing several documents to a sheet.
Read article: Template Use, Page Size and LayoutDrag and Drop Editor
How to design a document template from blocks and sections: adding and arranging them, typing on the page, variables, the items table, styling, drafts and saving.
Read article: Drag and Drop EditorEditing a Document Template
How a document template’s details page works: opening its editor, its name and description, page size and layout, how it’s used, and making it the default.
Read article: Editing a Document TemplateCreating a Document Template
How to create a document template in the Create a template popup: starting from scratch in one of the editors, or from your own, Basic, Ready-to-use or System templates.
Read article: Creating a Document TemplateDocument Templates List
How the Document Templates list works: System and custom templates, finding a template, default templates, previews, duplicating, restoring a System template and deleting.
Read article: Document Templates List