Module Settings/Template Management

Commence On-Demand gives you the capability to develop and manage templates that suit your company needs. The following template types can be developed and maintained: Print Templates E-Mail Templates Sales Proposal Templates Support Ticket Templates

Managing Print and other Templates-

Print templates establish a company-wide standard for printed documents, ensuring a high degree of professionalism whenever a document is presented to a customer. Use the steps outlined below to create a print template.

1. From the Tab, select Administration.

2. Then select Module Settings from the administration listing.

3. Select the Template Management module in Administration

4. Next click the New Template button to create a new template.

5. Type the Template Name for your New Template.

6. The Template ID number is automatically assigned.

7. Select “Print” from Template Type drop down. NOTE: If you would like to set up the other types of templates, follow the same steps and simply choose another template from the template type drop down.

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

9. Select the Save button to save the print and other templates.

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.