How to Create and Edit a Document Template

How to Create and Edit a Document Template

Idea
Overview
Document templates include invoices, certificates, certificate reissues, statements of attainment, unaccredited certificates, letters of offer, event rolls, and more. Under document templates, you can create or edit these. Although these templates are readily available once you purchase the system, it is still beneficial to have a basic understanding of them should you wish to customise the templates.

Notes
Step Tutorial
Part A. Adding a Document Template

1. From the Dashboard, go to Administration, then Templates, then Document Templates, and click the New button.


2. Complete the following details:
  1. Description – A brief overview or name of the document template.
  2. Report Type – The category or type of report (e.g., invoice, certificate).
  3. Units per Page - Identify the number of units to be displayed on the page. This field is only available for some templates.
  4. Default – Indicates whether this template is set as the default option.
Once done, click the Create button.


3. You should now see the recently created template in the list.


Part B. Editing a Document Template

1. To modify the template, click the action button, then select the Edit Report option.
Info
NOTE: The Edit button is used to change the Description, Report Type, Units per Page, and Default settings of the template. While the Edit Report button allows you to modify the page content of the template.


2. A new tab will open, allowing you to create the page from scratch or edit it if you have already created one previously. Here is a brief overview of what you can see in the editor:
a. Tools - A collection of essential features and tools within the editor, enabling users to add text, insert media, graphs, tables, checkboxes, and more.
b. Editing Commands - A set of actions, including copy, paste, cut, undo, and redo, designed to streamline content editing.
c. Editing Page - The main workspace where users can add, view, and edit content, offering a real-time preview of changes.
d. Properties - Customisable settings that define the appearance, behaviour, and attributes of elements in the editor, enabling tailored content creation.
These are the parts of the editor you can use to create a template based on your preferences. Once finished, click the menu in the upper-left corner of the page to save.

Warning
IMPORTANT: Editing templates is not mandatory. As mentioned earlier, eSkilled's SMS comes equipped with polished templates ready for use from the start. Editing is only for customisation purposes.

These are the steps to successfully create and edit a document template in the SMS.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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