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Editor 2&3: setting up document templates

Editor 3: document templates introduction and step-by-step plan

Introduction. Why? Do you often send the same kind of emails to participants? With the help of document templates you can set up these emails/documents in advance, so you don't have to type an email over and over again. Because you can use merge codes, you can still make the e-mail unique b...

Editor 3: create the document template.

Introduction. Do you often send the same kind of e-mails or do you often print the same documents? With document templates you can create documents in a simple and pleasant way, with a uniform look and feel according to your own corporate identity. The advantage is fewer errors because the merge...

Editor 3: create a new document template using an example from our library.

Introduction. Quickly create a new document template using an example from our library. All you have to do is edit the text. That's how you do it: In the 'Template' menu, go to the 'Document template' menu item. Click on the 'New' button in the search sc...

Editor 3: layout of the document template page.

Introduction. Use the style sheet or paint roller to set or change your default layout for paragraph, titles, link and table. You can use these to quickly take care of the layout in the design. Zo doe je dat.

Editor 2 & 3: the stylesheet for document templates

The stylesheet The layout of your entire document (e.g. paragraph, headings and tables) can be defined for all document templates at once using a stylesheet. A stylesheet is a document with code in which things like color, fonts, font size, bold or not are set. The stylesheet(s) can be found vi...

Editor 2 & 3: creating an e-mail group.

Introduction. In Coachview it is possible to send an e-mail from a general e-mail address. For example info@coachview.net or support@coachview.net. Would you like to send an e-mail using an automatic action template using a document template? Then you can set an e-mail group as sender. Below w...

Editor 3: paragraph and headings.

Introduction. With the help of paragraph and headings you make sure that texts in your design are always created in the same way. Of course you can always change the font and font size again. That's how you do it:

Editor 3: Set hyperlink.

Introduction. In this article we will show you how to place a link for a URL web address or email address in your design. That's how you do it: Een aantal voorbeelden van linkjes die je via HTML zelf kunt toevoegen. Link to Google maps, for example, for directions. These can be...

Editor 3: merge codes

Introduction. In this article the use of merge codes is explained. Merge codes are used in a document template, so when generating a document these merge codes are filled in with data from Coachview. The merge codes can be recognized by the block brackets [ ]. Which ones are available depends on...

Editor 2: mergefields

Explanation on how to use mergefields Editor version 2.0. Experienced Expert Why? Mergefield can be used in a document template so that when generating a document this Mergefield will be filled in with data from Coachview. The Mergefield can be recognized by the brackets [ ]. In the editor, af...