Template Details

This is the place where you can view and modify a document template.

Clicking on one template name in Document Template List page will open this page.

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These are the settings for the document 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 should be in PDF format

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

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

• 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 predefined by the system. For ex:

• Description: description about the template. 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 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. For the new template, please paste the content into this field. Please do not modify it if you’re not familiar.

• List of uploaded Asset and Upload New Asset: if this template contains graphics or stylesheets which need to go together with the template, you need to upload them as asset. Once the asset is uploaded successfully, it will be shown up in the list.

After the information above is configured properly, you can click Save button to save the changes to the document template and go back to Document Template List page.