Adding a document template

  1. Select Settings > Correspondence > Manage Document Templates. The Manage Document Templates page is displayed.
  2. Select a Folder to which a document template must be added.
  3. 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.
    • You can add ${ext.documentCounterSignature} merge field to the template to view the countersign link in the Communication History section of the event.
  4. 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 you add the ${ext.documentCounterSignature} merge field to the template, the value in this field must be set to Event, Function, or Master Event..
    • 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.
  5. Click Save.