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.
- 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.
- 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.
- 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.
- 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.
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.