Creating Module Templates

Updated on May 31, 2023

This article explains the process of preparing a template that will be used in work modules within CompleteEmpire. An example could be a prepared Tax Invoice and Receipt to be sent to a client upon finalisation of their tax returns. This is the example given in the article but is applicable to many areas of CompleteEmpire.

Template Creation

Create the core of template in Word and save locally. At this point do not add the merge fields this will be completed within CompleteEmpire after import to the DMS. Note you cannot create a new document within CompleteEmpire but you can edit and modify an imported document. Refer to Import a Document and Create a Template

In order to manage templates within Complete you need have the necessary login authority, usually as a manager.

Open the DMS view via the Main Menu and select the area that the new template will be used. In this example Taxes.
Use [Select Files] or drag and drop your newly created 'template' into the marked area to import it into the DMS. For more detail refer to Adding documents to the Document Management System - DMS

Select the newly uploaded document
Complete the properties dialog as appropriate and most important tag the document as a Template by clicking Template in the Tags section. Click [Save] to save the changes.

On the highlighted 'template' right click and select {Edit Template} to open the document editor.

Merge Fields are found under the tab REPORTING
Use the editor to insert you merge fields or modify your template as required.

When happy with the inclusion of the Merge Fields

Click Save and Return to save the template and to return to the DMS view.

The template is now saved and if required further editing is possible using Microsoft Word. The merge fields can be moved and deleted and layout edited within Microsoft Word.

Adding to a work module as a standard template

To add the template correctly identify the Subscriptions primary entity using CRM>Accounts and searching for Account ID 1

Click [Edit] to open the account at the Edit view click on the Activity relevant to the purpose of your template. In this example as it is an receipt acknowledgment for Tax Works completed it is the activity {Tax Agency}.
Click {Details} to open the Activity Details window

The content of the Activity Details window will depend on the activity. This example reflects the Tax Agency. The three tabs cover the default basic emails content, PayPal payment information required for the PayPal plugin and the Templates to be used for Invoices and Receipts.

Click to open the Templates tab.
If required use [Create New] to add a new entry line.
Select operating location if each location requires a specific template, select from the drop down list.
Select your Invoice Template from those available.
Select your Receipt Template from those available.
Click [Save].
Click [OK] to return to the account Edit View.

Test your template works and displays as expected before completing the set up. Go to a account and preview the document to confirm.