Difference between revisions of "Templates"
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The Templates module is used to create and maintain all Templates within Optisoft.NET with the use of the built-in Template Designer utilities. | The Templates module is used to create and maintain all Templates within Optisoft.NET with the use of the built-in Template Designer utilities. | ||
| − | <center>[[image: | + | <center>[[image:ModuleTemplates2022.png|border|1020px|Templates Module]]</center> |
=Using the Templates Module= | =Using the Templates Module= | ||
==Template Maintenance== | ==Template Maintenance== | ||
| − | + | Apart from Cash Receipts, regardless of what type of Template you are creating, you will have to go through the steps in Template Maintenance first. | |
[[Template Maintenance|Template Maintenance]] | [[Template Maintenance|Template Maintenance]] | ||
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[[Creating a ToDo Template|Creating a ToDo Template]] | [[Creating a ToDo Template|Creating a ToDo Template]] | ||
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| + | ==Creating a Receipt Template== | ||
| + | Creating a Receipt Template is done through the Receipt Editor. Click below to find out how. | ||
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| + | [[Creating a Receipt Template|Creating a Receipt Template]] | ||
=Ordering Template Methods= | =Ordering Template Methods= | ||
Latest revision as of 15:15, 10 March 2022
Contents
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.
Using the Templates Module
Template Maintenance
Apart from Cash Receipts, regardless of what type of Template you are creating, you will have to go through the steps in Template Maintenance first.
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 a SMS Template
Creating an SMS Template is done through the SMS Editor. Click below to find out how.
Creating a ToDo Template
Creating a ToDo Template is done through the ToDo Editor. Click below to find out how.
Creating a Receipt Template
Creating a Receipt Template is done through the Receipt Editor. Click below to find out how.
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.
