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This tab contains a listing of all of the templates in the SmartAdvocate system. The list is in the form of a table, with columns for the name of the template, the template's category and subcategory, whether or not the template is archived, when the template was created and when it was last modified, the envelope (if any) that can be generated at the same time as the template, and whether it is a Word, PDF, or Excel template. There is also a column containing a pencil icon in each row, for editing that row. PDF templates have two additional icons, one for editing merge codes and another for downloading the base template.
Clicking the pencil icon in a row will bring up a panel allowing you to change the template's name, category, subcategory, generated envelope, archive status, and template group. Marking a template archived removes it from the document generation page, effectively making it unusable. Templates cannot be deleted, so marking them archived is the nearest equivalent. Templates can be automatically assigned to template groups based on the name of the template (see Template Groups, below), but if you select a template group for a template in this panel, it will be a member of that group regardless of whether its name would automatically make it a member. If you are careful about naming your templates, it is not generally necessary to assign them manually to template groups.
PDF Templates
The Templates tab is also used for adding PDF forms as templates. To add a PDF as a template, click the Upload PDF Template button, which will bring up a field allowing you to browse for the file on your computer. Find and select the PDF form, and more fields will appear: a text input field for the name of the template, dropdowns for the document category and sub-category of documents generated using the template, dropdowns for the template group and the envelope to be generated along with the template, and a checkbox for whether the template is archived or not. Once the panel is filled out, click Save to save the template.
For PDF templates, clicking the icon to edit merge codes will bring up a panel listing each field in the PDF form, and providing lists of all merge codes and all usable date/time formats. You may enter any text, including merge codes, in the PDF form fields; when the template is generated, the entered text will be automatically inserted into the respective field in the PDF, with merge codes replaced by the appropriate information. Clicking the icon to download the base template will allow you to ensure you are entering the right text into the right field; the base template numbers each field, and the panel listing each field includes the number of the field, so you can see exactly which field in the panel corresponds to which field in the template.
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This tab contains a listing of all builder merge codes. For an explanation of builder merge codes, see Creating and Using Builder Merge Codes. The list of builder merge codes is in the form of a table, with columns for the merge code's name, description, and type. There is also a column containing, in each row, a pencil icon for editing the row, and a red X icon for deleting the row (there will be a confirmation message first to avoid accidental deletion).
Clicking the pencil icon in a row will bring up a panel allowing you to change the builder merge code's name, description, and type. The panel also contains a double-list that you can use to add custom merge codes to the builder merge code. Once you have added all the custom merge codes you want to be in the builder merge code, click Update to save the builder merge code. Clicking the Create Builder Merge Code button will bring up the same panel, with the contents blank.
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