Please note that any previous TM2 templates are not directly compatible with TM3 Web.
You can create a new 'Print Out Template' for Appointments, Businesses, Cases, Classes, Contacts, Forms, Invoices, Clients, Payments, Practitioners and Waiting Lists.
To do this, first go to 'Settings' and then select 'Documents' which is highlighted in the image below:
This will show a list of the different template sections:
To create a new 'Print Out Template,' select the section you wish to add the template to. This will then show you all of the different types of templates that have been created under this section along with the option to 'Add A New Template.'
You will then be able to rename your template and select the format you want it to be as shown here:
Clicking 'Create' will then load the following screen where you will be able to add your content.
You will notice at the top right of the screen you have the option to change it to an SMS, Email, Letter or Print Out Template. If you happened to click on the wrong template format during the creation of the document you can easily change it here. Please do this before creating the content of the template.
To start composing your print out template you can use 'Merge Fields' on the right hand side of the page. Nearly all relevant data fields are available as merge fields and will be relevant to the type of template you are creating. For example if you are creating a template for the practitioner, all the merge fields will be relevant to practitioners. Adding and using merge fields are easy, and if you have opened an existing template before you probably understand how they work already.
To add a 'Merge Field,' simply single click on the relevant field and it will add to your template. It will look like the example below:
So when you view your created print out, the template for selected practitioners will automatically populate with the practitioner's details.
Along the top of your template, there is a toolbar where you can perform a number of actions, such as making text bold or underlined, adding bullet lists and inserting images or logos.
To insert an image or logo, click on the 'insert image' button as highlighted below:
This will bring up a pop up box where you can drag the image you wish to use or select an image you have already uploaded. Please note that support image formats are .png, .jpg and.gif. Then select 'OK.'
We would normally advise changing the width of the image to 300px. This is to help prevent any issues when sending the templates.
You can save your template by clicking the 'Save' button on the top right hand corner of the page.
Your template will then appear in your documents.