There are two categories of templates in Doorways. Report templates and Letter templates. Letter templates always need a household reference in order to be generated. Reports can be generated with no references to a specific household.
Template List
Guide to Adding a New Letter Template
- Navigate to Templates > Letters.
- Click the "New Template" button.
Image Added - Drag and Drop, or select a file from your computer to upload.
- Enter a Name for the New Template.
- Optional, add a description or explanation.
- Select tags that apply to the New Template.
- Click "Create Template".
- Success! The template has been added, and you will be redirected to the template list.
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Guide to Adding a New Report Template
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