enfr

Video: Template Editor

Updated: 2017-01-30

A great way to get started with the Template Editor is to watch one of our recent webinars. The three parts below give you an overview of what you can do with the Template Editor.

Template Editor Part 1: The Basics

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Finding and opening built-in templates (3:08)
  • Adding your logo and signature (11:50)
  • Editing the letterhead (14:08)
  • NEW! Using salutation snippets (27:50)
  • Using nicknames in salutations (30:15)
  • Emailing templates (37:48)

Date of broadcast: December 11, 2018
Presented by: Elizabeth Kohl

Template Editor Part 2: Customizing Templates

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Personalizing a letter for one client (1:14)
  • Creating a blank template (4:13)
  • Setting template properties (5:29)
  • Testing templates (11:55)
  • Copying a field code (12:59)
  • Inserting a date constant (14:36)
  • Finding field codes for EFILE status (16:45)
  • Formatting field codes: dates (20:25)
  • Finding field codes for workflow items (24:06)
  • Writing and using conditions (26:39)

Date of broadcast: December 12, 2018
Presented by: Elizabeth Kohl

Template Editor Part 3: Conditions and Questions

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Answers to your questions (0:59)
  • Splitting out the CurrentClient context (7:46)
  • Discover the values for radio buttons or drop-downs (10:30)
  • Adding balance owing and refund (14:52)
  • Formatting currency (17:18)
  • Creating repeatable sections (21:24)
  • Inserting snippets (29:32)
  • Used and relevant conditions (33:42)

Date of broadcast: December 13, 2018
Presented by: Elizabeth Kohl