Link a document template

If you create new templates or change a standard template and saved it with a different file name, you must link the templates to SuperOffice CRM, so that the program can find them when you write documents using SuperOffice CRM. Templates are displayed as items in the Document - Template list and you link a template to SuperOffice CRM by entering it as an item in the list.

​

Steps

1. In Settings and maintenance, select Lists in the Navigator (1).
2. Choose the Items tab, click the arrow, and select Document - Template (2).
3. Click the Add button (3).
4. Enter the required name of the item in the Name field (1).
5. Optionally, choose where to store the document template, in the Store template in list (2).
6. You now have two options:
   • Upload a new document template:
     1. Click Copy an existing document template file.
     2. Click the Copy template list.
     3. Select the required template from the list.
   • Copy an existing template in SuperOffice:
     1. Select Upload a new document template from disk (3).
     2. Click the Upload button.
     3. Click Upload file in the Upload file dialog.
     4. Select the required file and click Open. The name of the file is displayed in the Edit list item dialog.
7. Click Save in the Edit list item dialog. The dialog is updated.
8. Optionally, change the template name and, if required, click Edit to edit the template file itself.
9. Enter the required information in the Details and Languages tabs.
10. Click Save. The template is added as a separate item in the Items list and is now available in the CRM client:

​

Details tab

Enter the following information in the Details tab:

1. In the Direction field, specify if the template is outgoing or incoming, by clicking and choosing from the list box.
2. In the Document type field, choose either Document or Fax as the template type.
3. In the Document stored in field, you can choose to save the document somewhere other than the default option.
4. In the Intention field, click and select one of the predefined options from the list. These items are used in connection with status monitors (requires a licence for Sales Intelligence).
   You can create new options in addition to the predefined ones by adding them to the Follow-up - Intention list in Settings and maintenance.
5. Check the Quote document type option (4) if the document should be available as a quote template or order confirmation template. You select the quote document type in the list below.
6. Specify the default setting for the Our reference (default) field (5) using the template variables, for example auth for the sender’s first and last names, or {oref}
7. Optionally, type in a description of the template in the Description field.
   You can open the template to edit it directly by clicking the Edit button at the top of the Edit list item dialog.

​

Languages tab

Here you can add translated versions of the document template.

1. Click Add.
2. In the Edit list item dialog, select the language you require in the Add language list.
3. Add the translated document template as described above.
4. Click Add. The language is listed in the Languages tab.
5. Repeat the steps above to add additional languages.

​

Related topics

• Replace existing template