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.

    • Related Articles

    • How to Create a Payment Schedule Rule Template (TAS)

      Overview To create a funded contract in the Student Management System, a Payment Schedule Rule template must be created. This template will define the rules for when your RTO will receive payment, based on student commencement or completion of the ...

    • How to Create or Edit Email Templates

      Overview Email templates are a powerful tool within student management systems, streamlining communication, and ensuring consistency. By utilising templates, administrators can save time by eliminating repetitive email creation, reduce errors, and ...

    • How to Create a Digital Document

      Overview Digital Docs works like a typical word processors used for creating, editing, formatting and printing text documents. Once created, SMS has the capability to send the digital documents directly to the selected entity via email, publish it ...

    • How to Create a Payment Schedule Rule Template (WA)

      Overview In order to create a funded contract in the Student Management System, a Payment Schedule Rule Template needs to be created. This template will define the rules as to when a payment should be made to your RTO based on the contract terms of ...

    • How to Create a Payment Schedule Rule Template (QLD)

      Overview The Payment Schedule Rule template enables you to create a template for the various payment rules of your State Training Authority. This template outlines when payments are triggered for claims reporting, typically based on student progress ...