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Coachview Knowledge Base

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Documents and actions

Documents and actions
How do I mention the name of a teacher on a document and/or certificate?

In the case of a document template with the data group Program Participant, you can call the name of the lecturer(s) using the mergefield below; [OpleidingsDocent][DocentPersoon:NaamVolledig][/OpleidingsDocent]  The full name will be displayed, if you only want a first name or last name ...

How can I copy a document template?

At the top of a document template you will find the 'copy' button. With this button a copy is made of the current template. In the name of the template '(Copy)' is added. The style sheet will also be copied. If no style sheet was set up, the 'default' will be set, y...

Where can I find example/standard document templates?

Document template - 'New' button. Open the pulllist at 'Template:' and choose a template. This contains standard text, tables and merge codes. You can customize these to your own style. 

How can I resend an invitation?

You can always send an invitation (or other document) again manually via the envelope next to a document. In the pop-up you can enter an e-mail address and click on 'Send'. If you use the mailing module, you can always create a new mailing with a document template. Then tick: &#x...

Can I change/adjust/change the data group of an action template or document template?

No, the data group of an action or document template cannot be changed. This choice is fixed, because the settings of the template are related to this. It is always possible to create a new template on another data group. The 'old' template can be set to inactive.

Why don't I see a paint roller in document editor 3.0?

The icon of the paint roller is only visible in the editor when no stylesheet is set in the document template on the tab 'General'. 

Action template is inactive, why are the actions still being executed?

Inactive in Coachview means that the item is no longer shown actively in the list. Active items are searched for by default. An action template that is set to inactive is not shown in the list of action templates. But it can still be used and linked to training types.  Another example: an in...