Document Templates Overview
Jakob Svensson
Last Update 6 months ago
There are 11 Different document types for which you may want to create a template.
In all cases, Obit will offer at least one default template which you can copy and tailor to your own requirements
If you wish to create a Document Template, we recommend following this procedure in the Documents section.
Decide which type of document you wish to create.
Select the default document nearest to what you want and create a copy (you only have the options to look at or copy default documents)
Edit the document body to generate the desired result and name the document appropriately so that it will be easy to select it from the drop-down menu.
Bear in mind that the available Tokens and Tables will vary depending on the type of document.
Doc-by-Doc guide
Quotations and Invoices
Statements of Account
Receipts
Notices
Notices are any of a number of Documents, ranging from Death Announcements to Door Notices and Altar Summaries in large font.
Staff Email
This is the schedule email that you can send via Any of the Rota views. As the tables involved are complex, we do not recommend customising this document and request instead that you contact us via the Customer Support System.
Funeral Reference Creation Pattern
Financial Record Reference Creation Pattern
Credit Note
Order
In all cases, Obit will offer at least one default template which you can copy and tailor to your own requirements
If you wish to create a Document Template, we recommend following this procedure in the Documents section.
Decide which type of document you wish to create.
Select the default document nearest to what you want and create a copy (you only have the options to look at or copy default documents)
Edit the document body to generate the desired result and name the document appropriately so that it will be easy to select it from the drop-down menu.
Bear in mind that the available Tokens and Tables will vary depending on the type of document.
Doc-by-Doc guide
Quotations and Invoices
Statements of Account
Receipts
Notices
Notices are any of a number of Documents, ranging from Death Announcements to Door Notices and Altar Summaries in large font.
Staff Email
This is the schedule email that you can send via Any of the Rota views. As the tables involved are complex, we do not recommend customising this document and request instead that you contact us via the Customer Support System.
Funeral Reference Creation Pattern
Financial Record Reference Creation Pattern
Credit Note
Order