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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

  1. Navigate to Templates > Letters.
  2. Click the "New Template" button.
  3. Drag and Drop, or select a file from your computer to upload.
  4. Enter a Name for the New Template.
  5. Optional, add a description or explanation.
  6. Select tags that apply to the New Template.
  7. Click "Create Template".
  8. Success! The template has been added, and you will be redirected to the template list.

Guide to Adding a New Report Template

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