Template Documentation

Written by Nick Miles

Last published at: March 12th, 2019

Template Documentation shows the merge fields associated with each Template type, and displays real data from your site next to each merge field. Template Documentation can be helpful for identifying where in your site a specific merge field is pulling data from. 

To access Template Documentation (for all templates besides Fund Statement):

  1. Navigate to System Data from the Home page.
  2. Click Templates from the left-side menu.
  3. Click Documentation from the left-side menu.
  4. Select a Template Type.

For example, in the Donation Letter Documentation below, {{addr.citystatezip}}, {{addr.address}}, and {{addr.name}} pull information from the Donor section of the Donation Record. 

To access Template Documentation for fund statement templates:

  1. Navigate to Funds from the Home page.
  2. Click Fund Statements from the left-side menu.
  3. Click Formats from the left-side menu.
  4. In the Fund Statement Formats window, select a Format Name.
  5. Click Template from the left-side menu.
  6. In the Choose Fund for Template Documentation window, select a Fund.
  7. Select or enter a Date Range to pull data from.

Pro Tips:

  • To change the information being pulled into specific Template Documentation (i.e Donation Letter, Grant Letter, etc), refresh your web browser while viewing the specific Template Documentation.
  • When creating Templates, keep in mind that Merge Fields are template specific. For example, you cannot use merge fields from the Donation Letter template in the Grant Letter template.