Entry
Dashboard
Contacts
Properties
Email
Calendar
Tasks
Acquisition Cockpit
Audit-proof mail archiving
Automatic brochure dispatch
Billing
Groups
Intranet
Marketing Box
Marketplace
Multi Property module
Multilingual Module
onOffice sync
Presentation PDFs
Process manager
Project Management
Property tracking
Property value analyses
Enquiry Manager
Showcase TV
Smart site 2.0
Statistic Tab
Statistics toolbox
Success Cockpit
Time Tracking
Address from clipboard
Text block
Customer communication
External Tools
Favorite links
Calculating with formulas
Mass update
onOffice-MLS
Portals
Property import
Quick Access
Settings
Templates
Step by step
You are here: Home / Extras / Templates / Template management / Templates PDF Letter Templates
Templates
Templates PDF Letter Templates
Inhaltsverzeichnis
Attention, with PDF letter templates a template must be used, this is not optional like with Word templates!
PDF letter templates
You will find two folders with formatted templates under .
oO – Letter templates
This folder contains a selection of frequently used letter templates. You can click on the wrench symbol to duplicate and customize the template if required.
We recommend that you duplicate templates that you want to use yourself, as our sample templates are saved centrally and individual adjustments to the template are not possible. The content can be adapted during the creation of a letter.
Billing module
In the Billing module folder, you will find special templates for creating invoices and credit notes. Here too, we recommend duplicating the templates for your own use.
Create PDF Letter Template
A prerequisite for creating a PDF letter template is – in addition to the corresponding user right – a PDF letter template. The basic settings such as page size, spacing, logos and fold marks etc. are stored in the templates. In addition, for some elements such as address block, the position and content is predefined in the form of macros. Thus, in a way, it corresponds to a corporate stationery. In the PDF letter template, only the content for certain predefined areas is possible. A sample PDF letter template is stored for the start, which is based on a corresponding sample PDF letter template. Sample PDF letter templates (DIN 5008 B standard) are available so that you can create additional PDF letter templates. You can create, edit and manage your own PDF letter templates in the PDFdesigner . There you will also find an example of the structure and division of the areas. In the template management () you can create a template using the plus symbol , the necessary information is entered in a lightbox.
After you have entered all the necessary data such as title and template from the PDFdesigner, click on “Create”. A pop-up will open where you can enter the subject and the content of the letter.
You can enter text and macros as content and then format the content. This is done via a menu bar with the icons of the CKEditor as it is also used in emails. Some important settings can be made to the text via the CKEditor. This way you can insert images, links, line breaks or separators into your letter texts.
Via the tab ‘Attachments’ you can define fixed attachments for the PDF letter, which will be generated automatically when sending, only brochures are possible. You can also specify whether the letter and the brochure(s) are output in one document.
Using the “Preview” button, in the Actions Panel, you can get an idea of how the finished letter will look like. A preview of the letter in the form of a PDF will be downloaded. The letter is generated without brochure, because no property can be set for the preview.
Other ways to create templates
- New templates can also be created by duplicating existing templates. You can find the corresponding entry in the source template settings.
- You can also create new ones in the letter dialog (save the selected template under a different name).
Settings & Delete
Via the wrench mouseover the settings of the template are opened. You can change the title, hint text, etc. Besides, you can directly edit the template in PDFdesigner using the “Edit Template” button.
You can also find the entry to delete the template here. Multiple templates at once can be deleted via the list view (checkbox and ).
Edit
Using the pencil icon you can edit the PDF letter template, it will open the pop-up with the subject and content – or with the areas as when creating.
In the letter dialog you can also save the changes of the loaded template.
