Email Message Editor
How to write an email template: its subject, the email itself with details filled in for each customer, the header and footer, testing it and where it’s used.
Read article: Email Message EditorDocument Templates help
Help for Document Templates in Work Planner.
Articles
Saved Sections
How to keep a section you’ve designed and add it to your other templates, website pages and blog posts, and how to rename or delete saved sections.
Read article: Saved SectionsImporting and Exporting Templates
How to download a document template’s design as a file, bring a design in from a file, and what doesn’t come across.
Read article: Importing and Exporting TemplatesPreview & Test Popup
How to preview a document template with one of your real records or example details, download it as a PDF, and email yourself a test.
Read article: Preview & Test PopupVersion History Popup
How Work Planner keeps earlier versions of a document template’s design, and how to look at one and restore it.
Read article: Version History PopupMoving Designs Between Editors
Which template editors a design can move between, what comes across when it does, and how Save as template keeps a copy of a design.
Read article: Moving Designs Between EditorsText Message Editor
How to write a text message template: adding details such as the customer’s name, how long the message is, the phone preview, drafts and saving.
Read article: Text Message EditorHTML Editor
How to write a document template in HTML: the code editor, suggestions for variables and repeating items, the live preview, drafts and saving.
Read article: HTML EditorSimple Editor
How to write a letter-style template in the Simple editor: the letterhead and footer, the text toolbar, images, tables, variables, drafts and saving.
Read article: Simple EditorTemplate Use, Page Size and Layout
What a template’s Used for, Page size and Layout settings do: printing and emailing, text messages, A4 and A5, and printing several documents to a sheet.
Read article: Template Use, Page Size and LayoutDrag and Drop Editor
How to design a document template from blocks and sections: adding and arranging them, typing on the page, variables, the items table, styling, drafts and saving.
Read article: Drag and Drop EditorEditing a Document Template
How a document template’s details page works: opening its editor, its name and description, page size and layout, how it’s used, and making it the default.
Read article: Editing a Document TemplateCreating a Document Template
How to create a document template in the Create a template popup: starting from scratch in one of the editors, or from your own, Basic, Ready-to-use or System templates.
Read article: Creating a Document TemplateDocument Templates List
How the Document Templates list works: System and custom templates, finding a template, default templates, previews, duplicating, restoring a System template and deleting.
Read article: Document Templates ListDocument template preview and send workflow
OverviewThis article explains when to use document template preview and send workflow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when t
Read article: Document template preview and send workflowEditing a document template
OverviewThis article explains how to use editing a document template in Work Planner, including the main fields that shape how the document templates record behaves once it is saved.When to use thisUse this article when
Read article: Editing a document templateCreating a document template
OverviewThis article explains how to use creating a document template in Work Planner, including the main fields that shape how the document templates record behaves once it is saved.When to use thisUse this article when
Read article: Creating a document template