Create Rich Text Template
This chapter describes how to create a rich text template. You can create the text templates for all common documents from the areas of purchase, sales and service. Various formatting options are available for designing the texts.
- Open the search field (ALT+Q) and search for the Rich Text Templates page.
- The Rich Text Templates page is displayed.
Figure: Rich Text Templates - To create a new Rich Text template, click on the New option in the menu bar.
- Under the Table ID column, select a table from the stored rich text tables. If no table IDs are stored in the rich text table, you must add them manually.
- The information in the Table Caption field is automatically filled by the system if you enter a value in the Table ID column.
- Select a rich text type under the Type Code column. You can find further information on the rich text types in the chapter Create Rich Text Type.
- Enter the language for the rich text in the Language Code column.
- Under the Start Date and End Date columns, you can define a time period in which the rich text template can be used.
- If you would like to have the rich text template inserted automatically, for example for documents, activate the Automatic insert checkbox.
- Under the No. of Conditions column, you can optionally define conditions for the rich text template. With a condition, it is possible to define a rich text template that is used if the amount in a document is greater than a fixed value (e.g. 1000 $). In this way, you can create marketing texts for special promotions.
Figure: Create Condition - Under the list of rich text templates, you will find the Rich Text Editor pane. Here you can enter and format the text for the rich text template.
Figure: Rich Text Editor - The following options are available to you for designing the texts:
: To format the text bold, select the characters and click on this symbol.
: To format the text italics, select the characters and click on this symbol.
: To format the text underlined, select the characters and click on this symbol.
: To format the text as a list, select the characters and click on this symbol.
: To format the text as a enumeration, select the characters and click on this symbol.
: To format the text in color, select the characters and click on this symbol.
: To delete the formatting in a text, select the characters and click on this symbol.
You have created a rich text template. For more information on how to add rich text to documents, see the chapter Add Rich Text To Documents.