Document Template Manager

You can use the Document template manager (DTM) to create and maintain Printed, Email, and Write-up correspondence templates without needing to contact Customer Support .

Note: The DTM requires Microsoft Word to operate.

From Control panel, select Settings. On the Document template manager tile, select Manage templates.

The DTM contains all of your templates. Select a Record type in the left pane to see all associated templates in a list.

Note: Certain Record types, such as Check templates, only display if the appropriate module is included in the configuration file.