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Template Properties

Updated: 2021-01-08

Click the Properties tab in the sidebar of the Template Editor to see and change the metadata related to the current template. The following shows the options available to you.

Screen Capture: Template Properties

1.

Name
All template types

The short name of the document. It appears in the Prepare sidebar and is searchable from F4 Fast Find.

2.

Description
All template types

Long description of the document. It appears in the Prepare sidebar and is searchable from F4 Fast Find.

3. Culture
All template types
The language—English or French—of the template. Also defines the way dates and currency are formatted to match conventions for the language.
4.

Module
All template types

The modules and years to which the template applies. Click the link to select the tax return and year to which the template applies. You can use this to apply a template to multiple years.

5. Replaces
All template types
The built-in template which this template replaces. Choose Nothing - unique template or click the make unique link to make the template appear separately in the Prepare sidebar. If you make a unique template, be sure to add it to Print sets if required.
6.

Type
All template types

  • Letter—Available from the Correspondence section of the Prepare sidebar list and in F4 Fast Find. Can be emailed directly from the Prepare sidebar.
  • Email—Available from the Save to/Email drop-down list in printer/output settings for Adobe PDF and Microsoft XPS formats. Used to create a cover email for a printed document. Learn more in the Email templates help topic
  • Invoice—Created from the information on the Billing worksheet in TaxCycle T1. Available from the Correspondence section of the Prepare sidebar list and in F4 Fast Find. Can be emailed directly from the Prepare sidebar. Learn more in the Invoice templates help topic
  • Label—Used for printing to desktop label printer, such as the Brother QL-570 and the Dymo Turbo 450, or in batch label printing. Learn more in the Label templates help topic.
  • Snippet—Used to insert a piece of template code into one or more other templates. For example, the built-in Letterhead and Closing snippets. Learn more in the Snippets help topic
7. Subject
Letters, invoices and labels
Provides the subject text for a cover email (for example ClientCopyEmail in TaxCycle T1) or when you use any template as an email (by clicking the envelope button when you hover next to the template name in the Prepare sidebar).
8. Margins
Letters, invoices and labels

Margins for all pages of the document. All margins are specified in inches, using a decimal value. In general, adjust the left and right margins here instead of using the ruler in the edit pane. This makes sure they apply to the entire document, rather than only to the currently-selected paragraph.

9. Used
Letters, invoices and labels

Condition for when the template is selected as "Used" in the forms list (has blue lines in the form icon) and for printing.

A value of true means it is always considered used. A value of false means it is never considered used. Other instances are conditional based on information in the file. For example, the ISlips template has a condition that considers it used only if the current client has incomplete slips.

To learn how to edit Used conditions without cloning a template, see the Template Print Conditions help topic.

10. Relevant
Letters, invoices and labels

Condition for when the template appears in the forms list or is available in F4 Fast Find.

A value of true means you can search for the form in F4 Fast Find and will always see it in the forms list. A value of false means it is unsearchable and invisible. For example, JLetter has a relevant condition that has it only display in the forms list and F4 Fast Find results if the return is coupled.

To learn how to edit Relevant conditions without cloning a template, see the Template Print Conditions help topic.

11.

Signature Id
All templates

Used for tracking electronic signatures.

12.

Label settings
Labels only

  • Width and Height—The size of the label as it appears on the sheet or individual labels.
  • Rotate—Rotates the label when printing, if required.

See the Label Templates help topic.

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