Modifying a document template

  1. Select Settings > Correspondence > Manage Document Template. The Manage Document Templates page is displayed.
  2. Click View. The document template is now downloaded in word format.
  3. Modify the details, add, or remove merge fields from the document.
    Note: Merge fields are used to view specific information from event, master events, or functions. The merge fields are indicated by dollar sign or bracket.
  4. Select from various merge field reference pages and use in document template.
  5. Save the modified template in the local drive.
  6. Click Edit corresponding to the name of document template on the Manage Document Templates page. The Edit Document Template page is displayed.
  7. Modify the template details such as name, description, document type, file format, and folder.
    Note: Business Type cannot be modified on an existing template.
  8. Select the Display Service Menu and Item Tax Column check box to view columns for service menu and item tax in the report.
  9. Click Replace File to add the modified template.
  10. Click Choose File and browse the required template.
  11. Click Save.