Output, Emails, and Designers

💡These articles explain output such as invoices, the Output button, output templates, emails and email templates, and how to customise forms with the Form Designer.

Articles#

• Email Edit View: Describes the buttons and fields of the Email edit view and how to edit an email in HTML.
• Email List View: Describes the buttons, filters and fields of the Email list view for the Outbox, Sent and Templates folders.
• Email Templates: Describes the email template body buttons, the available data fields and the WYSIWYG and HTML editor.
• Form Designer – Reportbuilder Tutorials: Shows how to create, copy and relink Reportbuilder templates, build their header, detail and footer sections and change the print setup.
• Form Designer Interface: Describes the main buttons, tabs, form sections and icons of the Form Designer (Reportbuilder).
• Output Button: Describes the Output button options for printing, previewing, emailing and exporting forms and lists.
• Output Data Pipelines: Lists the Data Pipelines that Output Templates can use, by module, with the main fields of each.
• Output Template Tutorials: Shows how to add output templates, link them to Transaction Types and modules, and set the file name of emailed PDFs.
• Output Templates Module: Describes the buttons, filters and fields of the Output Templates module, which links form templates to Transaction Types and modules.