Creating New Document Templates

Creating New Document Templates

This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit.

To create a new Document Template using the Online Document Editor:

  1. Use the Site Navigation bar to navigate to Documents > Document Templates.
  2. At the top-left of the Grid, select + Create Template. The Online Document Editor opens in Template mode.
  3. Fill your template with the content and merge fields that you like. When you are finished, use Save As to save your changes.
  4. In the save dialog, select the Folder to save to, and assign an appropriate Template Name and Description 1.
  5. Assign the appropriate Template Type. This determines which Correspondence features the template will be available in.
  6. Click Save and close editor to return to the Document Template Workspace.

1 The Description is the text that identifies the template in some Correspondence features. Be sure that the Template can be identified accurately from the Description alone.

    • Related Articles

    • Creating and Using Grid Templates

      If you have used the Grid tools to arrange a custom Grid view that suits your needs, you can save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be quickly recalled later. ...
    • Document Templates Overview

      Document Templates allow you to efficiently pre-fill and pre-format emails, letters, envelopes, labels, or any other document that uses regularly repeated information or merged data. AdvisorEngine CRM includes a number of pre-built Templates that you ...
    • Creating Birthday Correspondence

      Using the Birthdays tool in AdvisorEngine CRM allows you to quickly and easily create birthday correspondence. You can send personalized emails, create letters, or just print mailing labels for the current month’s birthdays. Navigate to the Record ...
    • Creating Workflow Templates

      Before You Begin Before attempting to create Workflow Templates for your firm, be sure to have a solid understanding of the following: Actions Workflow Workflow Templates Planning and Implementing The process of creating an effective Workflow ...
    • Correspondence Overview

      AdvisorEngine CRM provides powerful features for corresponding with your Records both digitally or in print. Within AE CRM you can directly email any Record, prepare a personalized letter, or simply print an envelope or address label for a mailing. ...