These brackets identify the Synergy bookmarks and are required to stay attached to the bookmark name to be able to populate with the Synergy data when creating the document output.
Apply font sizes, colors, paragraph or line spacing etc. Cut and paste the Synergy bookmarks into the required positions within the text.įormat the document text, tables, and Synergy Bookmarks.Edit the body of the document by adding extra text as required into the document.Edit the details about your organization in the document header or footer.Your browser downloads the Word file to be edited.In the open template, click the page actions button and choose the 'download layout for edit' option.Click the save button, and the list of selected bookmarks will be refreshed.Uncheck the box for each bookmark you want to remove.In the 'selected' panel on the right is a list of all the bookmarks and tables in this template.Remove any bookmarks or tables that are not required.Click the save button, and the bookmarks (or tables) appear in the selected list.Check the box next to each of the bookmarks that you require, which can be in multiple of the bookmark groups.Expand the groups of bookmarks on the left side.In the open template, click the page actions button and choose the 'select bookmarks' option.User access level and above allows all staff access to the document. Security level control who views the created files from this template.This option isn't available for invoice or credit types. Folder name choose which folder in the project / contact / staff record that the created document should saved into automatically.Description to explain to staff why to use this template, which is important if you have multiple templates for a template type.This is not available for invoice or credit note type documents. File name select a file name from the drop down list, or type a default file name to be used by this template.Template name change the name shown in the drop down list.
How to set up an invoice template in word update#
The edit document template page opens, in which you can update the following details as required:.Click the template in the document templates list that you want to update.Actions availableĮdit the sample templates to meet your requirements with the following steps: Why use document templates?Ĭreate document layouts for each type of document required, which include Synergy bookmarks and tables in the Word document. in addition the feature to 'upload a document' to have the uploaded files are automatically added to new records when they are created for projects, contacts or staff. Synergy Business and Enterprise products allow you to create multiple document templates. The Synergy Professional product level doesn't allow you to create additional templates, but the default sample templates can be edited. Update these templates as required, to customize the bookmarks shown or the tables that are included. Learn more about the formatting options for Synergy tables.Īdd document templates to create Word documents in: projects, proposals, invoices, credit notes, contacts, and staff.Įach Synergy organization includes a default template sample for each type. Bookmarks are the used to identify and map to the location of the required data in Synergy to ensure it shows in the correct in the Word document. Add the Synergy bookmarks to the template to control what Synergy data will be shown in the document output. Setup templates to include the headers and footers, body text or copy, Synergy bookmarks, and Synergy tables. Document templates allow you to automate the process of creating a Word documents.
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