10. Templates

The settings for templates can be found at:

Management ➤ Company settings ➤ Templates

Templates are used in various locations in the system. Templates make it possible to more efficiently compose correspondence. This chapter explains how you can develop or adjust templates for composing an e-mail, letter and/or fax.

For example, you can use templates when composing an email:

A template for composing your correspondence basically consists of various template codes. These template codes refer to fields in your system, for example the relation to which you have linked the letter. When composing a piece of correspondence, the value entered in the system is retrieved for these fields. This value is placed in place of the template code.

*We can take the work of developing and/or adjusting templates off your hands. We develop the desired templates for you at an hourly rate. For more information or the development of an invoice template, we advise you to contact your account manager.

!When composing the correspondence, make sure to first link a project and/or a relation. Only then can the desired fields in the template be merged when composing the correspondence.