Templates are predefined formats utilized for generating various documents such as invoices, lease agreements, and more. Any document that can be either printed or sent through Sharper is considered a template that can be easily maintained and updated by you. Whether you need to modify next year's lease agreement or update the content of this month's marketing email, this guide will provide you with step-by-step instructions on how to make these changes effectively.
Update a Template
Using the navigation pane on the left, select System Settings.
Click the Templates tile.
Select the template you wish to change by clicking Edit.
Make any changes with updated wording or fields.
Depending on the template you are using, you may encounter features named Variables and Inputs in the contents ribbon. These options can be chosen to insert specific elements at the current cursor location on the page.
Variables are elements in Sharper that are utilized to populate information into the form at the location where the variable is inserted. For instance, the variable customer_display_name will display the customer's Name from the reservation wherever the variable is positioned on the page.
Inputs are components like a signature box or blank text box commonly utilized in contracts.
Create a Template
As templates are typically generated during the implementation phase by the Sharper team, the creation of templates will primarily focus on Marketing Emails. In the event of additional requests for template creation beyond marketing emails, the relevant procedures will be outlined below. Modifying contracts or text on invoices and statements can be accomplished by adhering to the steps outlined in the Updating the Template section above.
Marketing Emails
In order to mass email customers a Marketing Email needs to be created.
Using the navigation pane on the left, select System Settings.
Click the Templates tile.
Select Add New in the top right.
Name your marketing email.
Change the Type to ‘Customer Marketing Email’.
Fill out the Subject and Email From fields.
Create the marketing email in the field below. You can create an email in Word and then paste into this box as well.
Save.