Build Templates from Examples

Written by Nick Miles

Last published at: August 28th, 2019
  1. Navigate to System Data.
  2. Select Templates from the left-side menu.
  3. Click Examples from the left-side menu.
  4. Click the Name of an Example Template.
    • The Example Template will download to your computer's Downloads folder. 
  5. Customize the Example Template for use, or copy and paste Merge Fields from the Example Template into an existing Template.

Note:

  • In the Word document being used to build your template, make sure that the Paragraph -> Page Break Before option is checked.
    • If this is not checked, Grant, Donation and Fund Statements will not start at the top of the page when printing multiple.
    • In most versions of Word, this can be found by right clicking anywhere on the page and selecting "Paragraph". The "Page Break Before" section can be found in the "Line and Page Breaks" tab. 
  • Make sure to include both sets of curly brackets when copying and pasting Merge Fields.
  • Merge fields only correspond to their specific Letter Type. For example, Only {{Donor Profile}} and {{Donation Detail}} fields should be used in your custom Donations Letter. 
  • It may be helpful to upload templates into your Development site first, test the templates, then download them and upload them to your Production site.