PDF Templates

Templates are ready to use and available content structure or framework for sending PDFs to customers.

To create an email template, click the + Create New Template option. On the Create Template screen, in the upper section:

1. Input the Name of the template.
2. Write the Filename for the generated PDF.
3. Write the document title and author that will be used in the documents metadata.
4. Select the layout which you desgined before.
5. Choose the Template Models, model type for which the email would be sent e.g. accounts or sponsorships.
6. Select the category of communication preferences so that Engage can use that throughout.
7. Choose the Print Queue, where the PDF will be sent and Stylesheets, CSS files used to define the visual presentation and layout of elements within a document.
8. Select the Stationery item and input the collation order, that allows you to control the sequence of documents belonging to a single account when they appear in a print batch together.

In the lower section:

1. Select the prologue, first page of PDF, and epilogue, second page of PDF, if required.
2. Write down the PDF body of the template. You can also preview the content via the Preview option.
3. Click the + icon and search for the available merge fields for the selected template model. By default, merge fields related to the template model selected appear automatically and are populated once the email is generated.
4. Include any media assets for the template e.g. images or fonts by uploading any new via + Add Asset or select from existing ones.
5. Add any extra notes and click Save.

List of Templates

All templates added appear in the form of a list under the PDF Templates tab with the following parameters.

Parameters	Description
Reference	Unique reference of the template.
Name	Name of the template.
Created By	Name of the admin user who created the template.
Updated At	Date and time the template was updated at.
Notes	Any notes added within the template.