You can create Templates in FYI in the following ways: Creating and Editing Templates and Word Stationery The Category is added to a Template or Stationery in the Filing section. For example, you could add a Category such as "Team" (to indicate who would use them) and the Category "Work Type" (to indicate when they would be used). Note: The Templates Cabinet cannot be removed.Īn FYI Admin can add any Categories to the Templates Cabinet as relevant for your practice to further categorise the Templates and Stationery. They are all held in a Templates Cabinet as the top-level of the filing. Templates and Stationery hold Filing details to organise and categorise them in the Knowledge - Templates list. They can only be set up and maintained by an FYI Admin, or a user in a User Group that has Permissions enabled for Templates (refer to Managing User Groups). Templates, Word Stationery and Email Signatures are displayed, created and edited from the Knowledge - Templates view (refer to Using Knowledge Cabinets). Example of a Word Document for Templates.Explanations of the Example Stationery Structures.Stationery without Letterhead (for printing on pre-printed letterhead).Stationery with Letterhead (for emailing).Example of Word Templates and Stationery and Using Merge Fields.Adding the Signature Bookmark to a Word Template or Stationery.Adding the Body Bookmark to Word Stationery.Using Office Functionality for Document Templates and Stationery.Benefits of Separating Templates and Stationery for Word.Creating and Editing Templates and Word Stationery.This article contains the following sections: It is used to add any headers, footers, date, addressee, address, reference number, and also the sign-off and sender details. This holds the information that is used in documents such as letters and commonly adds anything at the top and the bottom of the document. Refer also to Creating Documents from Templates and Stationery.įor Word documents, you can also set up Templates which are used as Stationery. This improves productivity and quality controls with standardised content that can only be maintained by FYI Admins, or a user in a User Group with Permissions enabled for Templates.
Templates are available for different types of document types, such as standard letters in Word, or standard images and text in Excel spreadsheets or PowerPoint presentations and also for PDFs. Templates can be set up to ensure documents are always presented with the text, format and layout required and approved by your practice.
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