Adding a document template
- Select Settings > Correspondence > Manage Document Templates. The Manage Document Templates page is displayed.
- Select a Folder to which a document template must be added.
-
Click New. The Add
Document Template page is displayed.
Note: You can add the ${masterEventSummary.deposits} summary table to the template to view information related to the deposits from events. The event name is displayed above deposits scheduled for each event when generating the document.
- Specify this information:
- Name
- The name of the document template.
- Description
- A description for the document template.
- Business Type
- The business type of the document template.Note: If this field is set to Event, Function, or Master Event, these additional check boxes are displayed:
- Group Functions Parent/Child
- Select this check box to group the parent
function with child functions in the document
template.Note: The grouping of functions is defined in the event.
- Print Each Function on a Separate Page
- Select this check box to print the details of each function on a separate page when a document is created using this document template.
- Suppress Service Type column in Services Tables
- Select this check box to view the service type above the name of the items.
- Print Services Tables In Two Columns
- Select this check box to view the Services
Summary Banner in two columns when a document is
created using this document template.Note: You can select this check box only when the Revenue Center Category option is selected in the Sort First By field.
- Display Service Menu and Item Tax Column
- Select this check box to view columns for service menu and item tax on the document.
- Sort First By
- The type of document template displayed first based on the option selected.
- Filter by Revenue Centers
- Select this check box to filter the
document templates by revenue centers.Note: If you select this check box, the Revenue Centers field is displayed. The document templates are filtered based on the revenue centers selected in this field.
- Filter by Revenue Center Categories
- Select this check box to filter the
document templates by revenue center
categories.Note:
- If you select this check box, the Revenue Center Categories field is displayed. The document templates are filtered based on the revenue center categories selected in this field.
- You can select the Filter by Revenue Centers or Filter by Revenue Center Categories check box.
- Document Type
- The type of document that must be sent to the recipient.
- File Format
- The format in which the document must be generated.
- Folder
- The folder in which the document template is saved.
- Template File
- The document template file.
- Click Save.