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-list
  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
  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
  12. The following options are available to you for designing the texts:
  • Format bold: To format the text bold, select the characters and click on this symbol.
  • Format italics: To format the text italics, select the characters and click on this symbol.
  • Format underline: To format the text underlined, select the characters and click on this symbol.
  • Numbered list: To format the text as a list, select the characters and click on this symbol.
  • Enumeration: To format the text as a enumeration, select the characters and click on this symbol.
  • Color formatting: To format the text in color, select the characters and click on this symbol.
  • Delete formatting: 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.

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