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Upload a Document Template
If you have created a document template, you can upload it to the database. * Click Setup in the Navigation Panel. * Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed. * On the Document Generations Template screen, click the Add b…
View or Edit Document Template (MAC Instructions)
* Click Setup in the Navigation Panel. * Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed. * If the template is a system default template: You will need to make a copy of the template in order to open it. Click the ellipsis to the le…
View or Edit Document Template (PC Instructions)
* Click Setup in the Navigation Panel. * Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed. * If the template is a system default template: You will need to make a copy of it in order to open it. Click the ellipsis to the left of the …
Create a Badge Template From Scratch
(Note: this process can also be used to debug/fix a broken custom badge template. See the "View Hidden Fields" section.) NOTE: While creating your own custom badge template is available, GrowthZone Support will not troubleshoot/debug a custom template that is not working as expected. See the "View Hidden Field…
Add Merge Fields to a Document Template
Many database fields (merge fields) are available to customize your document templates. An understanding of working in Microsoft Word is necessary to update your templates. Refer to Microsoft Help documentation . Planning Tip! Assistance from Customer Service with your templates may require a longer than normal…
