Edit custom templates

Step 8: Customise more settings

In Practice Manager, you can print invoices, statements, quotes and job briefs. The format of the output is determined by the template you select when you print the document. You can use the default templates in the application or you can customise templates to add your own special branding.

Key Learning Points

  • Use sample templates or create your own custom templates to determine the layout and format of printed documents.
  • Sample templates in Practice Manager download as DOCX files.
  • Templates contain merge fields, which are placeholders that direct MS Word where to insert specific information obtained from Practice Manager.
  • A merge field is enclosed by angled brackets - «» - for example «ContactName». You can add, edit or delete merge fields depending on the amount of information you want to display in your printed documents.
  • TableStart and TableEnd markers are used to display a list of items, for example multiple tasks in a job. These markers must not be deleted.
  • Advanced Word editing skills are required when working with templates.

Tips & Tricks

  • Ensure that hidden text, such as paragraph marks and table gridlines are showing. This will help you with editing and formatting the template, and prevent the deletion of important information.
  • To display non printable characters
    • Show paragraph marks: (PC) Ctrl+*, (MAC) Standard Toolbar > ¶
    • Show table gridlines: (PC) Table Tools > Layout > View Gridlines, (MAC) Table menu > Gridlines
  • To add or edit merge fields, refer to the online help pages on custom templates, and follow the rules about working with DOCX templates.
  • To add a new merge field, copy and paste an existing one and then edit the name.
    • You cannot edit a merge field by simply typing a new name over the current field.
    • (PC) right-click on the field > Edit field, then edit the field name under Field Properties.
    • (MAC) press option+fn+F9, and edit the field name in the code.
  • Always test a template after uploading it to Practice Manager, to make sure it displays the correct information and in the correct format.
  • Instead of deleting a template, you can deactivate it in case you want to use it again in the future.

What should I do now?

  • If you don’t want to customise any templates, then proceed to the next tutorial: Enable notifications.
  • Otherwise, print sample quotes and invoices to examine the information they display.
  • Make a list of custom templates you want to create, and make notes about the changes you need to make to each custom template.
  • Download the sample DOCX files.
  • Create custom templates by editing the DOCX file and and save them with appropriate names.
    • If working with merge fields, use the online help pages to learn about merge fields.
    • If editing and moving text around, refer to the rules in the online help pages.
  • Upload your custom templates to Practice Manager.
  • Test each template, to ensure it displays exactly as you want it to.
  • Proceed to the next tutorial: Enable notifications.

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