- 7.1 Creating a Simple Document Template
- 7.2 Creating a Document Template Using Insert Mergefields
- 7.3 Creating a More Complex Document Template
- 7.4 Uploading your Document Template
- 7.5 Creating a Document from a Template
- 7.6 Creating an Email Template
- 7.6b Email Templates - Advanced Merge Tokens
- 7.7 Reusing a Document Template for an Email
- 7.8 Reusing a Document Template with Selectable Rows
- 7.9 Creating an SMS Template
- 7.10 Using the AgileCase Invoice Template
- 7.11 Updating a Template
- 7.12 Download the AgileCase Document Upload MS Word Plugin
What are templates?
AgileCase allows you to create your own templates for documents, e-mails, SMS and Invoices.
Templates let you use your AgileCase database to automatically populate stock documents.
For example you could set one of your e-mail templates to fill in the e-mail address of the client of the case that is opened and autofill their name throughout the text.
The same is true for documents, SMS and invoices.
Why use templates?
Templates provide you with a massive opportunity to streamline your business practices.
The standard templates you create will be automatically populated by the case which mean you will not have to fill in any information yourself. Furthermore document templates can be imported to e-mail templates, allowing you to carry out a transition without having to create the same template twice.
Once you have your templates up and running, you will save a massive amount of time on minor tasks, allowing you to focus on the big picture for your business.
How to create templates
Templates are created using two simple configuration techniques: Mail Merge and Mustache. Both of these techniques work using mergefields to pick data out of your AgileCase system and use it to populate the template.
Mail Merge is used to create templates in the form of a word document while Mustache is used for SMS and e-mail templates within AgileCase. While this may sound intimidating to users with less IT experience, this documentation will walk you through the process of creating each kind of template and will help you get comfortable with any initially complex aspects of the process.
Your system also comes with example templates that you can use to experiment. Furthermore, a field guide for Mail Merge is available and we will always be ready to help on firstname.lastname@example.org.
This chapter will detail the process of creating a variety of templates on the AgileCase system.