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Articles tagged "templates" returned 42 results.

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Creating Templates & Template Tags

...item data when this feature is initiated. Gold-Vision Templates Folder Gold-Vision templates are usually stored in the Templates sub folder of the program install folder. This folder should be shared...

Using stock templates in Connect

...templates that are easily customisable to match your brand style. To use one of the stock templates available, select Templates from the upper righthand side menu. Select + New, then...

Email Templates For Alerting

Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...

Advanced Templates

...of template tags would not permit this. Please note – All of the templates in the system either need to formatted to be set to ‘normal’ mode or advanced ‘mode’...

HTML templates

How to open the HTML template editor For those who would rather use the HTML editor to create templates, simply click + New and then HTML Editor. This will then...

Connect Email Design Tool Changes 2023

...design tool. Legacy templates: Templates created in the retiring drag and drop design tool. New drag and drop designer: The new drag and drop designer that will be replacing the...

Bulk Document Production

...system. To find out more review Document Storage, Standard Templates and Creating Templates & Template Tags. Create Bulk Documents 1 From the required list use the Select functionality to select...

Managing Projects

...To find out more about how to setup templates please visit Creating Templates & Template Tags Also to find out how to generate documents from templates please visit Creating A...

Managing Opportunities

...Document templates can be created against Opportunities records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template...

Connect Drag & Drop Design Tool

...drop design tool to create professional looking, responsive emails using our new modern user interface. Create templates from scratch or from a range stock of templates.   This webinar will...