![]() Add blocks and modulesĮach template consists of different blocks and modules. For example, you can add a text block, a summation or a digital sign button. In this menu, you can select blocks and modules which you can add to your template. Select "Yes" in the After digital signing email client field.Click on "Digital signing options" in the Template menu.To edit the content and subject of this email: The signer will receive an email with the signed copy of the document. You can automatically send an email confirmation when a document is signed. If you want the number of pages in total, enter variable Īutomated email confirmation for signed documents.To add page numbers in the header or footer of a template: To adjust the headers’ and footers’ margins you can edit the letterhead. Click on "Header text" or "Footer text" at the bottom of the Template menu.To add a header and a footer to your document: If you need to change every block, it's probably faster to simply add a new template from the "Template library". ![]() This option is useful to create a document with multiple languages. Note: the blocks that were already in the template will not switch to the new language. All the blocks you add from this moment will be in the new language. In the Template menu go to the Language field and select your language.If you want to change the language of a single document template: You can search and add these variables by making use of the add variable buttons next to the insert field. You can add variables to the Subject and Filename of the document. The document type determines which blocks and modules you can add. In this menu, you can select general information of your template such as the document type, language and filename. This is useful to see how the information in your documents will be shown after you set them up or made changes. In this menu, you can select which document you will use as a preview of your template. Select specific styling options to apply to the selected module Select specific settings for the selected module such as items shown and equipment properties.Īdd, delete or edit columns you want to show in the selected module. Select a style (such as font) to apply to the template. Adding variables and subproject information is also possible. Select blocks and modules which you want to add. Select general settings for your template, such as filename, language and automated email confirmation This data is not part of the template, it is only used for display. Select which data you want to use as an example for this template. In the document template editor, there are 7 main buttons, under which you can make all your changes on document or modular level. Click on the file_copy Duplicate icon on the top of the screen.Īre you finished with the basics for document templates? Have a look at our advanced article.Go to settings Configuration module > Customer communication > Document templates.When you've dragged them into your template, you can edit their settings to configure what information should (or should not) be included. You do this by adding blocks, modules and variables. You can customize a document template that you've created or duplicated.
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