If you often send out Emails or create Google Docs or Notes that contain the same content, it is possible to create Templates so that the relevant content is already there
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
Extra Template Placeholders
Extra Template Placeholders
Tip
These placeholders must be typed in but can be used on all types of template.
Regardless of the type of template you are creating, you can include placeholders to return information about the current user, the current date and so on. For these placeholders to work, it's important that the correct syntax is used when typing in the information.
The table below shows the options available and the syntax that must be used. You must include the @ symbols.
| Option | Syntax | Comments/Examples |
|---|---|---|
| The currently logged in user's name | @my_user_name@ | |
| The currently logged in user's email address | @my_user_email@ | |
| The current date | @current_date@ | 30/09/2011 |
| The current date displayed in UK format | @current_date_uk@ | 30/09/2011 |
| The current date displayed in US format | @current_date_us@ | 09/30/2011 |
| The current date displayed in ISO format | @current_date_iso@ | 2011-09-30 |
| The current date & time | @current_datetime@ | 30/09/2011 17:26 |
| The current date & time displayed in UK format | @current_datetime_uk@ | 30/09/2011 17:26 |
| The current date & time displayed in US format | @current_datetime_us@ | 09/30/2011 05:26PM |
| The current time | @current_time@ | 17:26 |
| The current time displayed in UK format | @current_time_uk@ | 17:26 |
| The current time displayed in US format | @current_time_us@ | 05:26PM |
| The currently logged in user's employer | @my_employer_name@ | |
| The template logo for the currently logged in user's account | @my_logo@ | NOTE: This will display the URL for the template logo stored in the Upload Library, not the image itself. |
Related content
It is possible to create Templates that pull through information from particular record types, or to create Templates for any Mailshots that you send from Workbooks
It is possible to amend a Template to show multiple lines that correspond to the Line Items of a Transaction Document, or perhaps a line for each of the Activities related to a Person