KB: Using Document Templates - Revision history

Dina at 12:52, 8 July 2020

2020-07-08T12:52:40Z

← Older revision		Revision as of 12:52, 8 July 2020
Line 1:		Line 1:
	==Introduction==		==Introduction==
	Many businesses use Templates in order to create documents that include customer data. Using ~~CommitCRM~~, you can create document templates that also include information regarding your accounts, and have it filed in your ~~CommitCRM~~ documents tab for the customer you're creating the document for. This method allows you to take information from the '''accounts''' data source, add them to your template, and save the template to be applied to as many accounts as you like, each at a time.		Many businesses use Templates in order to create documents that include customer data. Using RangerMSP, you can create document templates that also include information regarding your accounts, and have it filed in your RangerMSP documents tab for the customer you're creating the document for. This method allows you to take information from the '''accounts''' data source, add them to your template, and save the template to be applied to as many accounts as you like, each at a time.

	__TOC__		__TOC__
Line 6:		Line 6:

	==Creating Your Template==		==Creating Your Template==
	When creating your ~~CommitCRM~~ Document Template, MS Word will be opened and you’ll be allowed to add in your static text. Once the static text is placed in your template, all that’s left is to add your ~~CommitCRM~~ data to the correct spots in your text save and close your document. The template will be stored on your server, and keep a reference to it within ~~CommitCRM~~, for easy application of the template.		When creating your RangerMSP Document Template, MS Word will be opened and you’ll be allowed to add in your static text. Once the static text is placed in your template, all that’s left is to add your RangerMSP data to the correct spots in your text save and close your document. The template will be stored on your server, and keep a reference to it within RangerMSP, for easy application of the template.
	<br>		<br>
	[[File:DT01.jpg]]<br><br>		[[File:DT01.jpg]]<br><br>
Line 19:		Line 19:
	<br>		<br>
	==Applying Your Template with Specific Account Information==		==Applying Your Template with Specific Account Information==
	Once your template has been saved, you can go back into ~~CommitCRM~~, and have the template applied to any account you choose, as many times as needed. Once you’ve chosen your account, a new document needs to be created for the selected account. When setting the import properties, you’ll need to choose the correct template to be applied. Once the import configuration has been set, the document will be opened with the ~~CommitCRM~~ data already inserted into the document. From this moment, you can have the document printed/emailed/faxed/saved for future use. Also, once the final document has been displayed on your screen, the document is already saved in your ~~CommitCRM~~ document folder & database.		Once your template has been saved, you can go back into RangerMSP, and have the template applied to any account you choose, as many times as needed. Once you’ve chosen your account, a new document needs to be created for the selected account. When setting the import properties, you’ll need to choose the correct template to be applied. Once the import configuration has been set, the document will be opened with the RangerMSP data already inserted into the document. From this moment, you can have the document printed/emailed/faxed/saved for future use. Also, once the final document has been displayed on your screen, the document is already saved in your RangerMSP document folder & database.

	[[File:DT09.jpg]]<br><br>		[[File:DT09.jpg]]<br><br>

Dina: Dina moved page KB: Using Commit Document Templates to KB: Using Document Templates

2020-03-22T14:43:52Z

Dina moved page KB: Using Commit Document Templates to KB: Using Document Templates

← Older revision	Revision as of 14:43, 22 March 2020
(No difference)

Dina at 14:14, 22 March 2020

2020-03-22T14:14:26Z

← Older revision		Revision as of 14:14, 22 March 2020
Line 32:		Line 32:

	==See Also==		==See Also==
	*[[KB:~~_Sending_Group_Emails_to_your_CommitCRM_Accounts~~\|Group Emails ~~from within CommitCRM~~]]		*[[KB:_Sending_Group_Emails_to_your_Accounts\|Group Emails]]
	*[[KB:_Emailing_your_customers_using_Mail_Merge\|KB: Emailing your customers using Mail Merge]]		*[[KB:_Emailing_your_customers_using_Mail_Merge\|KB: Emailing your customers using Mail Merge]]

	[[Category:KB\|Docs]]		[[Category:KB\|Docs]]

Reno at 17:20, 28 December 2009

2009-12-28T17:20:53Z

← Older revision		Revision as of 17:20, 28 December 2009
Line 12:		Line 12:
	[[File:DT03.jpg]]<br><br>		[[File:DT03.jpg]]<br><br>
	[[File:DT04.jpg]]<br><br>		[[File:DT04.jpg]]<br><br>
	[[File:DT05.jpg\|~~640px~~]]<br><br>		[[File:DT05.jpg\|800px]]<br><br>
	[[File:DT06.jpg]]<br><br>		[[File:DT06.jpg]]<br><br>
	[[File:DT07.jpg]]<br><br>		[[File:DT07.jpg]]<br><br>
	[[File:DT08.jpg\|~~640px~~]]<br><br>		[[File:DT08.jpg\|800px]]<br><br>

	<br>		<br>
Line 27:		Line 27:

	==Final Results==		==Final Results==
	[[File:DT11.jpg\|~~640px~~]]<br><br>		[[File:DT11.jpg\|800px]]<br><br>

	<br>		<br>

Reno at 17:15, 28 December 2009

2009-12-28T17:15:10Z

← Older revision		Revision as of 17:15, 28 December 2009
Line 12:		Line 12:
	[[File:DT03.jpg]]<br><br>		[[File:DT03.jpg]]<br><br>
	[[File:DT04.jpg]]<br><br>		[[File:DT04.jpg]]<br><br>
	[[File:DT05.jpg]]<br><br>		[[File:DT05.jpg\|640px]]<br><br>
	[[File:DT06.jpg]]<br><br>		[[File:DT06.jpg]]<br><br>
	[[File:DT07.jpg]]<br><br>		[[File:DT07.jpg]]<br><br>
	[[File:DT08.jpg]]<br><br>		[[File:DT08.jpg\|640px]]<br><br>

	<br>		<br>
Line 27:		Line 27:

	==Final Results==		==Final Results==
	[[File:DT11.jpg]]<br><br>		[[File:DT11.jpg\|640px]]<br><br>

	<br>		<br>
Line 35:		Line 35:
	*[[KB:_Emailing_your_customers_using_Mail_Merge\|KB: Emailing your customers using Mail Merge]]		*[[KB:_Emailing_your_customers_using_Mail_Merge\|KB: Emailing your customers using Mail Merge]]

	[[Category:KB\|~~Email~~]]		[[Category:KB\|Docs]]

Reno: Created page with '==Introduction== Many businesses use Templates in order to create documents that include customer data. Using CommitCRM, you can create document templates that also include infor…'

2009-12-28T16:12:45Z

Created page with '==Introduction== Many businesses use Templates in order to create documents that include customer data. Using CommitCRM, you can create document templates that also include infor…'

New page

==Introduction==
Many businesses use Templates in order to create documents that include customer data. Using CommitCRM, you can create document templates that also include information regarding your accounts, and have it filed in your CommitCRM documents tab for the customer you're creating the document for. This method allows you to take information from the '''accounts''' data source, add them to your template, and save the template to be applied to as many accounts as you like, each at a time.

__TOC__
 

==Creating Your Template==
When creating your CommitCRM Document Template, MS Word will be opened and you’ll be allowed to add in your static text. Once the static text is placed in your template, all that’s left is to add your CommitCRM data to the correct spots in your text save and close your document. The template will be stored on your server, and keep a reference to it within CommitCRM, for easy application of the template.
 
[[File:DT01.jpg]] 
[[File:DT02.jpg]] 
[[File:DT03.jpg]] 
[[File:DT04.jpg]] 
[[File:DT05.jpg]] 
[[File:DT06.jpg]] 
[[File:DT07.jpg]] 
[[File:DT08.jpg]] 

 
==Applying Your Template with Specific Account Information==
Once your template has been saved, you can go back into CommitCRM, and have the template applied to any account you choose, as many times as needed. Once you’ve chosen your account, a new document needs to be created for the selected account. When setting the import properties, you’ll need to choose the correct template to be applied. Once the import configuration has been set, the document will be opened with the CommitCRM data already inserted into the document. From this moment, you can have the document printed/emailed/faxed/saved for future use. Also, once the final document has been displayed on your screen, the document is already saved in your CommitCRM document folder & database.

[[File:DT09.jpg]] 
[[File:DT10.jpg]] 

 

==Final Results==
[[File:DT11.jpg]] 

 

==See Also==
*[[KB:_Sending_Group_Emails_to_your_CommitCRM_Accounts|Group Emails from within CommitCRM]]
*[[KB:_Emailing_your_customers_using_Mail_Merge|KB: Emailing your customers using Mail Merge]]

[[Category:KB|Email]]