This article covers creating a Document Template for AdvisorEngine CRM offline through Microsoft Word. Though this provides access to all the features and familiarity of Microsoft Word, it is a more complicated process than creating a Template online in AE CRM’s Document Editor. To create Templates right in AE CRM, see Creating New Document Templates.
Downloading the Template Kit
Before creating Templates in Microsoft Word, you must download the Template Kit.
- Using the Site Navigation bar, navigate to Documents > Document Templates.
- In the upper-right, click Download Template Kit.
- Download and unzip Cloud Template Kit.zip. (The exact download and extraction process will vary based on your browser, browser settings, and operating system.)
You’ll find the following files/folders in the extracted contents:
Using the Template Kit
Open the document named Cloud Document Template Creation Guide for full instructions on how to use the contents of the kit to create your own document Templates.
Once you've successfully created your new Template doc file, use the
button on the Document Template Workspace to add the Template to AE CRM for use.
When you upload the file, the Template Type determines which tools have access to the Template, whether Email, Letter, or Envelope/Label. Be sure to set this appropriately.
Creating and Using Grid Templates
If you have used the Grid tools to arrange a custom Grid view that suits your needs, you can save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be quickly recalled later. ...
Creating New Document Templates
This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit. To create a new Document Template using the Online Document Editor: Use ...
Saving and Using RDI Tool Mapping Templates
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Using the Record Data Import Tool
After you have installed the Record Data Import Tool and prepared your data, you are ready to use the RDI Tool. Step 1: Select Your Data Launch the Junxure Cloud Record Data Import from the desktop shortcut or the CRM Software folder in your start ...
Copying a Workflow Template
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