Templates

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Overview

The Templates module is used to create and maintain all Templates within Optisoft.NET with the use of the built-in Template Designer utilities.

Templates Module

Using the Templates Module

Template Maintenance

Regardless of what type of Template you are creating, you will have to go through the steps in Template Maintenance first.

Template Maintenance

Creating a Letter/Label Template

Creating a Letter or Label Template is done through the built in Word Processor within Optisoft.NET. Click below to find out how.

Creating a Letter/Label Template

Creating an Email Template

Creating an Email Template is done through the Email Editor. Click below to find out how.

Creating an Email Template

Creating a SMS Template

Creating an SMS Template is done through the SMS Editor. Click below to find out how.

Creating a SMS Template

Creating a ToDo Template

Creating a ToDo Template is done through the ToDo Editor. Click below to find out how.

Creating a ToDo Template

Ordering Template Methods

Throughout the software, you can sort the Template Methods into the order that you prefer. This can be especially useful if you intend on using certain Methods more than others. Click below to find out how.

Ordering Template Methods


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