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News > Webinar Recordings Now Available: Template Editor

Webinar Recordings Now Available: Template Editor


Take your client communications to the next level with this three-part webinar series. Scroll down to find the links to the template files created during Day 2 and 3 of the webinar series.

Template Editor Part 1: The Basics

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)


Template Editor Part 2: Customizing Templates

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)


Template Editor Part 3: Conditions and Questions

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)


Presented by: Elizabeth Kohl
Dates: December 11, 12 and 13, 2018


Sample Files

If you want to try the templates created during Day 2 and 3 of the webinar series, here they are:

T1TY20172018.EndOfSeason.taxcycletemplate (3.2 KB)
T1TY20172018.EndOfSeasonF.taxcycletemplate (4.4 KB) 

To use them, drop them into your templates folder, then restart TaxCycle and the Template Editor.

New! Right-Click to Copy Field Codes

In response to your feedback during these webinars, you can now right-click on a field to copy its field code. There are two options:

  1. Copy field code puts the code on your clipboard without brackets. For example: CurrentClient.Engage.Preparer.ClientID. Use this in the Data Monitor, as well as in print set and template conditions.
  2. Copy field code with {{curly brackets}} puts the code on your clipboard with the curly brackets. For example: {{CurrentClient.Engage.Preparer.OfficeID}}. Use this format in Templates.

Right-Click to Copy Field Codes


 

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