Developing Custom Print Templates

Developing Custom Print Templates

Learn how to create and use custom print templates in WorkflowMax.

About this course

Do you need to create your own personalised invoices, invoice statements, job briefs, purchase orders or quotes/estimates? If you do, this course is for you!

Your customisations can start with start with small changes to text formatting and layout. Then you can go on to include bigger changes to template content, such as your own terms and conditions or additional data items pulled out of the WorkflowMax database. You can even include your company logo and other images if you wish.

In this course you will learn about the:

    • differences between WorkflowMax system default templates and custom templates
    • features of WorkflowMax custom templates and how they are set up in Microsoft Word
    • purpose of the Custom Templates Samples tab and Templates tab.

And you will learn how to:

    • download a sample template for modification
    • modify a custom template to meet your requirements for content and presentation
    • upload and use a custom template for printing.

Course overview

The four modules in this course will give you the knowledge you need to get started with setting up your own custom print templates in WorkflowMax.

Each module presents essential aspects of creating, modifying or using custom print templates and includes practical exercises that will give you an opportunity to try out the information you’ve learned.

To get the most from the course, please work through all the modules in order. You can come back to any module later for a refresher if you need to.

First, you'll learn the basics about how custom print templates work and how they extract and display data from the WorkflowMax database tables.

Then you'll go on to find out how to store the templates in WorkflowMax so that they are ready to use for printing.

To help you learn the material more easily, the third module is split into two parts – an introduction to Microsoft Word merge fields and details of how to create and modify them. As understanding merge fields is a key part of this course, we'll focus on this area in some depth.

The final part of the course pulls together the content from the previous modules to demonstrate the overall development process for custom templates. This includes several extended exercises that will allow you to practice setting up and using custom print templates.

Course Content

  • Completing this Course
  • Resources
  • Module 1 - Introduction
  • Introducing WorkflowMax Custom Print Templates
  • Module 1 - Quiz
  • Module 2 - Making Custom Print Templates Available for Use
  • Making Custom Print Templates Available for Use
  • Module 2 - Quiz
  • Module 2 - Practical Exercises
  • Module 3 - Understanding Merge Fields
  • Introducing Merge Fields
  • Module 3 - Part 1 - Quiz
  • Using the Merge Field Reference Help Topic
  • Working with Merge Fields
  • Module 3 - Part 2 - Quiz
  • Module 3 - Part 2 - Practical Exercises
  • Module 4 - Modifying a Custom Print Template in Word
  • Modifying Custom Print Templates
  • Module 4 - Practical Exercises
  • Course Summary

About this course

Do you need to create your own personalised invoices, invoice statements, job briefs, purchase orders or quotes/estimates? If you do, this course is for you!

Your customisations can start with start with small changes to text formatting and layout. Then you can go on to include bigger changes to template content, such as your own terms and conditions or additional data items pulled out of the WorkflowMax database. You can even include your company logo and other images if you wish.

In this course you will learn about the:

    • differences between WorkflowMax system default templates and custom templates
    • features of WorkflowMax custom templates and how they are set up in Microsoft Word
    • purpose of the Custom Templates Samples tab and Templates tab.

And you will learn how to:

    • download a sample template for modification
    • modify a custom template to meet your requirements for content and presentation
    • upload and use a custom template for printing.

Course overview

The four modules in this course will give you the knowledge you need to get started with setting up your own custom print templates in WorkflowMax.

Each module presents essential aspects of creating, modifying or using custom print templates and includes practical exercises that will give you an opportunity to try out the information you’ve learned.

To get the most from the course, please work through all the modules in order. You can come back to any module later for a refresher if you need to.

First, you'll learn the basics about how custom print templates work and how they extract and display data from the WorkflowMax database tables.

Then you'll go on to find out how to store the templates in WorkflowMax so that they are ready to use for printing.

To help you learn the material more easily, the third module is split into two parts – an introduction to Microsoft Word merge fields and details of how to create and modify them. As understanding merge fields is a key part of this course, we'll focus on this area in some depth.

The final part of the course pulls together the content from the previous modules to demonstrate the overall development process for custom templates. This includes several extended exercises that will allow you to practice setting up and using custom print templates.

Course Content

  • Completing this Course
  • Resources
  • Module 1 - Introduction
  • Introducing WorkflowMax Custom Print Templates
  • Module 1 - Quiz
  • Module 2 - Making Custom Print Templates Available for Use
  • Making Custom Print Templates Available for Use
  • Module 2 - Quiz
  • Module 2 - Practical Exercises
  • Module 3 - Understanding Merge Fields
  • Introducing Merge Fields
  • Module 3 - Part 1 - Quiz
  • Using the Merge Field Reference Help Topic
  • Working with Merge Fields
  • Module 3 - Part 2 - Quiz
  • Module 3 - Part 2 - Practical Exercises
  • Module 4 - Modifying a Custom Print Template in Word
  • Modifying Custom Print Templates
  • Module 4 - Practical Exercises
  • Course Summary