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Field | Description |
|---|---|
Name | Template name to identify the template. This is the name displayed on the Document Template List page and also in the dropdown template in Product Version Details. |
Template Type | This indicates the type of document such as PDF, Email or SMS. This also affects the generated document from this template.
|
Encoding | This is read-only information. It’s default to UTF-8. |
Display Name/Subject | This defines the document file name, placeholder is accepted/Email & SMS subject. It is possible to use place holders to compose meaningful subject & file name (ie: Product A - Quote for Client X). |
Settings | JSON blob defines the layout format for generated documents, and it is pre-defined by the system.  |
Description | Description about the template (I.e. What it is? How it should be used?) |
Partial Template | If this template is a partial template which is embed into another template, you need to tick this option. It appears as an option of a Cover Template, Header Template and Footer Template. |
Cover Template | If this template contains Cover template, you should select one partial template from the existing templates in the list. |
Header Template | If this template contains Header template, you should select one partial template from the existing templates in the list. |
Footer Template | If this template contains Footer template, you should select one partial template from the existing templates in the list. |
Content | Template content in HTML with Razor code for advanced user to customize. You can refer to this page for updating your content Document placeholders and tips to update |
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