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How to Create/Edit a Word Template in Influence

How to create a new Word template or edit an existing one

Login as the ‘ADM’ user (or another user with Administrator privileges) and choose Maintenance>Tools>Template Maintenance.



When the Template Editor opens, choose the Word tab. Click the 3-dots to open/edit an existing template or type a name into the ‘Template Document’ field to create a new template, remembering to keep the name less than 9 characters long.

For NEW templates, complete the fields below, and ensure that ‘Save Created Doc’ is ticked.

Description
– an internal description for this document.
Template for
– choose the record type where the template is used, i.e Candidates, clients, placements or vacancies.
Document Type
 – Choose one of the existing ‘Workflow’ templates, or choose Toolbar Word icon to allow you to select the document from the MS word icon at the top of the relevant record type.


A template can be updated by dragging and dropping a word document into the template editor window. This will overwrite the existing template, please note there is no way to undo this process. It is advisable to save a copy of the original template before updating. 


Alternatively a template can be edited manually by clicking [Edit Template] to open the template in MS Word. Make any changes to the text, and use the ‘Template Editor’ to pick any fields that you wish to include.


e.g. To add the ‘Job Title’ select the Vacancies Table 0001 from the Template Editor screen and then choose ‘Role Description’. Double-click to insert the field into the MS Word document.

When done editing the document chose File > Save to save your changes.

 


 

                                                             

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  1. Jeremy Heaney (Migrated deleted Agent)

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