View source for Module Settings/Template Management

Commence On-Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.  

To create a new template:

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select Template Management.

4. Click the '''New Template''' button.

5. Enter the name in the '''Template Name''' field. 

7. Select the template type from the drop down list. 

8. Enter the content for the template, using the formatting buttons to create the look of the template.

9. Click the Save button. '''The template is saved and an ID number is automatically assigned.'''

The sample below shows the template design tool which allows you to build and modify your document.  You may also use HTML script and graphics for professional looking documents.

If creating an HTML template, copy your Source from your HTML file, click the “SOURCE” button in the Commence template design tool (circled below), paste the HTML script into the body of the document then click SOURCE again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.

Email Templates (Premium Email feature)-

Users can save their own personalized e-mail templates. The creation process is similar to the above but does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.Go to the Email Tab, click Compose to open a new email message. Use the ‘Load Template’ drop-down to select a Template from the list. Continue formatting the body of your message, attach files as needed, then click Save Template to save your changes. Your new template will appear on the Load Template list next time you compose an e-mail.