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Managing document templates

Document templates can be used to generate your agreements, invoices, reports (into Word) and riders. To update or add new document templates, follow these steps.

1
You can access the document templates via System Settings > Template Settings or Personal Settings > Template Settings. Different types of document templates are available here:
Document templates for detail view: Here templates for agreements and invoices are managed.
Document templates for list view: Here templates for reports and checklistsare managed.
Text add-ons: Here the artist riders with hospitality and technical requirements are managed.

2
To update an existing document template navigate to the template you want to edit, download the template at Current file and open it in Word.

When you want to add a new template and maintain your company’s styling (fonts, lay out and logos), best practice is to copy an existing template, rename it and download it to use that template as a basis to work from.

3
System One uses merge fields to insert information from System One into your documents. You can find a list of all the fields used in System One via Template settings > CSV export templates for list view.
4
After you have updated the template you need to save it on your computer. After saving, you should upload the updated template by selecting Choose File at Upload new file.

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