Creating a 'Documents' Tab Template

You can create standard company documents, or templates, such as reroof proposals, that can be quickly adjusted and sent to your customer. 

Step 1:

• To start, locate a document that you want to carry over to FCS.
  • (You can also build a template from scratch, but many times you will start with a previously created text document.)
• The carried-over document can be a Microsoft Word document or any other text document that you want to transfer over to FCS as a template. 
• Formatting can sometimes be an issue with the transferred document, so you may need to clear any formatting before pasting the text into the "Documents" tab.
• You can google search how to clear the formatting for your specific document if needed.
• Copy the desired document, and then head to the "Documents" tab of any property record.
• Keep in mind, the documents tab has basic functionality, similar to Microsoft Word.

Step 2:

• Once at the documents tab, you can paste the document into the body of the document, by clicking "Edit" and then "Paste."

• If you want to create your own document from scratch, just start typing and formatting text in the document body.
• You can add images to the template if you would like as well. See this article for inserting an image into the template.

Step 3:

• Once you have the template formatted the way you would like, you can click on the gray bar on the left-hand side of the document window, to open the templates menu.

 

Step 4:

• Once in the template menu, save your document as a template. 

Step 5:

• Once your template is saved, you can open the template at a later date, and make changes to certain parts of the document.
• Once your changes are made, you can send or save the updated template. 

• Creating a template is a fast way to edit standard text for things such as reroof proposals, and quickly relay information to a customer.
• For a more in-depth understanding of the documents tab, check out this webinar on the topic.
• The part specific to creating and editing templates begins about 12 minutes into the video.
• However, the entire video contains great information to review.