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- Print templates
- A print template defines the layout of the report generated for a journal type.
- The print template must be built by an our developer before it can be assigned to a journal type.
Print templates can be attached to emails that are sent from the system using - see Entering Email Templates:;
Info When the system is looking for a report to use it looks in the following order:
- The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt
- The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt
- The report name with no prefix, eg invoice.mrt
- Journal Type
- The type of journal that the template applies to.
- Description ::A description of the use of the template.
- Template ::The file name of the print template. This will be provided by the our developer.
- Trigger Account ::is the account that will trigger the email to be sent
- The type of journal that the template applies to.
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- Profile to give subscribers - if you have anonymous transactions turned (turned on by our) and an entity subscribes (allowing you to send them emails) you can default a profile
- Role to give subscribers as above for a Role to allow login access
- Footer to add to all outbound emails allows a standard footer for the following emailsyou can select on email templates
- Instructions to display on your anonymous subscribe page is global for each host company
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