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How Do I Create, Edit, and Use a Custom Document or Email Template?

Learn how to create, edit, and use Document and Email templates.

On This Page

Creating a Template

  • Click on your profile icon or initials in the top right corner of your page and select Settings from the dropdown menu.
  • In the Settings menu on the left-hand side, scroll down to the Forms & Templates section and select the Templates option.
  • Select the Add template button in the top right corner and choose either Document or Email from the dropdown menu.

  • In the Template Builder, you can:

  1. Add a unique Template name to make it easy to locate.
  2. For Email Templates, add a Subject Line.
    1. This subject line will be included in your email when sending an email from a Job or Contact record or via Automation.
    2. You can personalize the content by using the Insert Template Field dropdown menu.
  3. Format your text (formatting details can be found below).
  4. Add text by clicking into the document body and typing out your document.
  5. View a preview of your document in the Body Preview section.
  6. Save your document by selecting the Add Template button.

Formatting

To format your Document or Email to better suit your needs, you can use the tools listed at the top of the Template Body. 

  1. Format your text by selecting bold, italic, underlined, or strike-through text.
  2. Select the font and text size.
  3. Select the text color and highlight color.
  4. Choose your text alignment.
  5. Add bulleted or numbered lists and indent your text.
  6. Add hyperlinks.
  7. Add subscript and superscript.
  8. Insert HTML codes.
  9. Insert images.
  10. Use the table wizard to create a table.
  11. Use the Insert Template Field button to insert a field that will pull in customer, Job, and company information. 
    1. You can find more detailed information about using Template Fields here.

Editing a Template

If you need to edit the template after saving the document, click on the Edit button to the right of the document.

  • If you notice that your template is not reflecting the changes you've made after editing it, try refreshing your browser.

Screenshot 2023-11-28 at 2.30.26 PM

Duplicating a Template

Copy an existing template by clicking on the three dots to the right of the title and selecting Duplicate.

Templates - Duplicate

Using a Template

Using a Document Template

  • Navigate to a Job record.
  • Click on the +Create button at the top of the Job page and select Custom Document.

  • This will pull up the Document builder page:

  • Use the Design Template dropdown menu to select a template you have created. You can add information to the body of the document without the changes applying to the entire template. 

  • Click Create Document when you are finished.


  • The document will appear under the Job's Custom Documents tab once it has been generated.

  • You can change the Document's status by selecting from the Status dropdown.
  • Click the three dots to the right of the document to access the administrative menu. Here, you can:
    • Edit the document.
    • View a PDF of the document.
    • Download the document.
    • Delete the document.
 

Note: Having the ability to delete records is dependent on your Access Profile permissions.

Using an Email Template

  • You can send your Email Template either directly from the customer's file or via Automation. To learn more about sending automated emails, click here.

  • To send the Email Template from a customer's file:

    • Navigate to the Job page.
    • Click on the Email button at the top of the page.
    • Choose your Template from the Insert Template dropdown menu.

  • Once you choose your Email Template, the information will populate and you can send the email as normal. Learn more about communicating with your customers here.

Note: Email Templates cannot be used when Sharing a Job or Contact record or by selecting "Email Document" from the three-dot menu of a Document.