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.

  1. Open the search field (ALT+Q) and search for the Rich Text Templates page.
  2. The Rich Text Templates page is displayed.
    Rich Text Templates
    Figure: Rich Text Templates
  3. To create a new Rich Text template, click on the New option in the menu bar.
  4. 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.
  5. The information in the Table Caption field is automatically filled by the system if you enter a value in the Table ID column.
  6. 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.
  7. Enter the language for the rich text in the Language Code column.
  8. Under the Start Date and End Date columns, you can define a time period in which the rich text template can be used.
  9. If you would like to have the rich text template inserted automatically, for example for documents, activate the Automatic insert checkbox.
  10. 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.
    Create Condition
    Figure: Create Condition
  11. 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.
    Rich Text Editor
    Figure: Rich Text Editor
  12. The following options are available to you for designing the texts:
Icon Description
Font Font:
Click on this icon to change the font of the text.
Font Size Font Size:
Click on this icon to change the size of the font.
Font Style Bold Font Style Bold:
Click on this icon to change the font style between bold or normal.
Font Style Italic Font Style Italic:
Click on this icon to change the font style between italic or normal.
Font Style Underlined Font Style Underlined:
Click on this icon to change the font style between underlined or normal font style.
Background Color Background Color:
Click on this icon to define the color behind the font.
Font Color Font Color:
Click on this icon to define the color of the font.
Bulleted List Bulleted List:
Click on this icon to format the selected text as a bulleted list.
Ordered List Ordered List:
Click on this icon to add a number to the selected text.
Reduce indentation Reduce indentation:
Click on this icon to reduce the indentation of the text.
Increase indentation Increase indentation:
Click on this icon to increase the indentation of the text.
Quote Quote:
Click on this icon to mark the text as a quote.
Align Left Align Left:
Click on this icon to align the text to the left.
Align Center Align Center:
Click on this icon to align the text to the center.
Align Right Align Right:
Click on this icon to align the text to the right.
Add Link Add Link:
Click on this icon to insert a link into the text.
Delete Link Delete Link:
Click on this icon to remove the selected link in the text.
Superscript Superscript:
Click on this icon to format the selected text as superscript.
Subscript Subscript:
Click on this icon to format the selected text as subscript.
Strikethrough Strikethrough:
Click on this icon to format the selected text with a strikethrough.
Add Image Add Image:
Click on this icon to add an image.
Add Alternative Text Add Alternative Text:
Select an image in the text and click on this icon to add an alternative text (image caption).
Text Direction From Left To Right Text Direction From Left To Right:
Click on this icon to format the selected text from left to right.
Text Direction From Right To Left Text Direction From Right To Left:
Click on this icon to format the selected text from right to left.
Revert Changes Revert Changes:
Click on this icon to undo your changes to the text.
Repeat Repeat:
Click on this icon to repeat your changes to the text after you have reverted them.
Delete Formatting Delete Formatting:
Click on this icon to remove the formatting from the selected text.
Insert Table Insert Table:
Click on this icon to insert a table into the text.

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.