Table of Contents

▶️ How to Create/Modify Templates and Branding

Matt Staff Updated by Matt Staff

Create or modify templates for customer-facing and supplier-facing documents, such as customer invoice templates and adding disclaimers to order acknowledgements.

1. Click on Master

In the main navigation menu, select the Administration module and click on "Master".

2. Click on Define Template

In the "Miscellaneous Codes/ Group 2", click on "Define Template".

3. Click on a Template

From the template list, select a template to modify.

4. Modify Template

Click on the text boxes to make any edits. HTML code is provided on the same page. Scroll down and click Save.

5. Create New Template

In the right corner of the "Define Template" page, click on the green "+ New HTML Template" button.

6. Enter Template Information

Write template message inserting the HTML links as necessary. Then, click Save.

7. Click on Brands

Another area to modify/create new templates is housed within "Brands". Under Master in the "Branding" section, click on "Brands".

8. Click on Active Brand

Select an active brand to modify or create a new brand.

9. Enter Messages

Scroll through the brand and insert messages to be applied to various customer/supplier facing documents

10. New Messages

New messages auto-populate on all documents.

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