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.
Letter Template List
- Template Search: Click in this field a type the name of the template you are looking for.
- Template Tag Select: Click the dropdown to select a tag. This will narrow the template list down to only the templates that were given the selected tag.
- New Template: Click this button to begin the process of adding a new template. Continue reading for a guide on Adding New Letter Templates
- Template Info: Each row is for a different Letter template. Information includes the Name, Upload Date, and Description.
- Tags: List of tags each template is associated with.
- Edit: Click the pen icon to edit the name and/or description of a template. This feature is only available for templates that are not a part of the "default set". In other words, you can only edit templates that were added by users.
- Download:
Guide to Adding a New Letter Template
- Navigate to Templates > Letters.
- Click the "New Template" button.
- 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.
