Creating Template

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. 

• If the type is PDF, generated document is in PDF format

• If the type is Email, generated document is in HTML format

• If the type is SMS, generated document should be in TXT format

• If the type is Push Notification, Seamless won’t generate any document, but Seamless will use it for notification content (Only Seamless Workflow consumes this type)

Encoding

This is read-only information. It’s default to UTF-8.

Display Name/Subject

This defines the document file name/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