Template Management

Template management fundamentals

• Template Management Overview
• Creating a new Section
• Creating a new Sub-Section
• Creating a new Master Template
• Coding a Template

Template management settings

• Template Ownership Hierarchy
• What is Global Styling?
• Document and table styles settings
• Applying Global Styling to Templates
• Coding for Further Questions

Template types

• SMS Templates
• Bulk Document Templates
• Email Templates
• File Note Templates

Data components library

• Data components
• Data component tables
• Data component charts
• Common Fields & Conditional Tags