Templates

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Templates in TO3000, Version 9.0

Template is an RTF ("Rich Text Format") file stored in your TO3000, Version 9.0 setup folder and used as a template when saving work flow documents in RTF (rich text format) or PDF (portable document format) files. RTF files can be opened with most text editors, including MS Word, and easily converted to more common .doc format.

Saving a document for printing

The following documents can be saved as printable RTF, PDF and DOC files using their own templates:

•	Invoices to clients

•	Payments from clients summaries

•	Project, and client job summaries

•	Quotes to clients

Documents can be saved using windows Edit Invoice, Edit Project and so on, as well as Prices tabs of Client window, and General Prices for Clients window.

Any window which has RTF Templates section can be used to save its data in a printable document. Until the data which you are editing is saved in your database, RTF Templates section will display message that the templates will become available once the new document record has been saved in database.

To save a document, first apply changes made to this document by clicking Apply button. Once the document has been saved in database, RTF template controls for it will become active, and display a drop-down list, which can be used to select different templates.

•	Use RTF Templates drop-down list to select the Template which must be used for saving the current document in an RTF file.

•	Click Save button to save template in the respective folder.

•	Click Save&Open button to open this document in your default text editor immediately after saving it.

•	Click Print button to quickly send this document to printer.

Note: You can choose to save the output file in RTF, PDF or DOC format by selecting this format in Save As window with the help of Save as type drop-down list.

Template files

Each document type (like invoices, purchase orders, quotes, and so on) uses templates stored in specific folder, named by the document type, which templates it stores:

template_folders

By editing template overlay and format, you edit overlay and format of all the documents which will be saved with it. There can be a number of templates to choose from for one document type. Each RTF file in the template folders is considered a template.

Editing templates

Templates can be opened for editing using the Templates section of TO3000, Version 9.0 Personal settings. To edit templates:

1. Click menu Settings > Personal.

2. Click Templates section of Personal settings window.

3. Locate the folder of the document, which templates you wish to edit.

4. Open required template file with text editor (MS Word or any other editor supporting RTF format).

5. After making all the necessary changes, save Template in the same or new RTF file of the same folder.

Note: Template folders can also be opened with regular file browser, like Windows Explorer.

Template Variables

Variable is a certain symbol combination which is entered in template files. When a document is saved using template, TO3000, Version 9.0 recognizes the variable and inserts required data in the resulting document.

Variables are indicated with "\" (backslash) symbols in the beginning and in the end,

Example: \CLIENT_NAME\, \CLIENT_STREET1\, \CLIENT_PHONE1\ etc.

Each variable represents a portion of data which will be inserted in its place when the document is saved.

Note: Template can be edited without changing the variables wording and outlay (fonts and colors can still be changed).

Advanced users can learn about templates variables; add/delete them as necessary, customizing templates to the maximum.