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Custom Templates

This section gives an overview on how to create and save custom templates for your stationary.

Saving Custom Templates

Creating and saving a custom template allows you to make edits to the default template and save a version for your firm to use on any record/case. This is helpful if you want to set up template versions that offer various options (ex. for families wanting no photo); if you want to change the text, font, color etc.; if you want to have your logo on stationery items that you print; or if you want to set up different layouts than what is offered in the default templates. 

  1. Make any adjustments necessary to the default template.

  2. Save > Project

  3. Save > Template

  4. A pop up will appear for you to name the template - you'll want to name it something that makes it clear what the template is, especially if you plan to create multiple template versions (ex. Prayer Cards - No Photo, Prayer Cards - With Logo)

  5. Click Save Default Layout

NOTE: Be sure to use fields from the system without any manual edits. System fields that populate data from the record (including photos) will pull the related data for any deceased record, whereas manually typed information will save to your template exactly as typed.

If you are setting up a custom template for your logo to populate to, please Contact Us so that we can set up your logo properly in the system for you first. 

To Open a Custom Template

Once you have created custom templates, when you open a stationery item you will be presented with a screen where you can choose to open the default layout, or your custom templates. Custom templates are found under the "My Local Templates" list.