STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Document Template.
STEP 2 - Adding a New Document
Click the green button "Add Document".
A window will open for you to edit your document:
Term Name: Define a name for your document.
Document For: Select the office where the document will be available. If you check the "All Offices" option, it will be available for all offices.
Special Variables: Variables are placeholders that will automatically be replaced with data from your system. For example, the variable "[[student_name]]" will be replaced with the name of the student associated with the quote.
STEP 3 - Editing the Text
To insert variables:
Click, hold, and drag the desired variable into the editing area.
Alternatively, you can manually type the variable code (e.g., [[student_name]]) in the desired spot.
STEP 4 - Adding the Template
Once your document is configured, click the "Add Document" button to finalize and add your document to the list.
Personalizing Your Document Template
You can customize the size, type, and color of the font used in the template.
Source Code:
Click "Source Code" to manually customize your template using code.
After finishing your edits, click "Source Code" again to exit code editing mode.
Ally Tip - Pasting Text into the Editor
Each text editor has its own formatting. If you copy text from another source (e.g., Word, PDF, Google Drive), use CTRL + SHIFT + V to paste the text without formatting. You can then format the text directly in the template editor.
If you still have questions, please contact support or reach out via WhatsApp.