Templates

What is a Template?

A template is a fully customizable and reusable document similar to Google Docs or Microsoft Word. You can create a wide range of documents, including invoices, letters, bills, prints, and much more.

The "Build Once, Use Many Times" strategy is used to create a template. That is, you create a template once and then reuse it as many times as you want.

What is Template Builder?

A template builder is a tool for creating templates. It's a WYSIWYG editor (What You See Is What You Get).

We will see some steps how to create the templates.

Creating a template from scratch-

You can create your template for your document, and the template builder comes with a ready editor for designing and editing your templates.

For creating a new template from scratch, follow the below steps - Step 1 - click on the template on the home screen Step 2 - click on the new template Step 3 - Click on the plus (+) symbol to create a new template, which appears in the template's first list.

Then you will see a builder for the template.

Templates are pre-designed layouts that allow you to arrange content onto a webpage to create a simple yet well-designed configuration. You can drag and drop elements like image blocks, photo galleries, logos, and more, into the template to make it your own.

Let's take an example to understand the purpose -

Sigma Corporation is an organization which uses CLEVERLYWORK for their organization. And "Galaxy Trader" is a customer of "Sigma Corporation". Now sigma wants to make an invoice for the Galaxy Trader.

So to make it, Mr. Clark, Accountant of Sigma Corporation, will do the following - Let's assume that Galaxy has a form already built for the selling process. And sell form inputs will be directly shown to the invoice template.

Step 1 - create a template for an invoice from scratch. Template variable name is related to form name.

Step 2 - In the image below, we have built an invoice.

Step 3 - variables creation.

Step 4 - Use template with form.

Step 5 – Create a template from scratch using table and other options.

Step 6 - Click on create variable add variable name & Query.

Step 7 - Go on report section, select the required report. Select template on which you want to display the list or the report.

Step – 8 Select the required template and it will automatically redirect to the template or invoice.

Kindly refer the below image of invoice.

Creating a template from a ready-made template:

In the readymade form we have created list of templates. You can select one of the useful templates and edit the Query & Variable name according to you and it will redirect to the template which you are using.

Step 1:

Step 2:

· Click on the report. Select a single list from the report.

· Select the template form on which the name, surname & middle want to display on the particular template.

This article describes how to create a certificate template without requiring any outside resources (PDF or images), here are the steps:

· Go to Template and click on create new template, assign it a name For example it could be named certificate invoice.

· Add a HTML code with your specific design and variables you want to print.

· Publish the certificate