Document Templates

Document Templates aka 'smarty tags' can be used to customize Email and Document Templates content and format. Smarty Tags are defined and listed in Technical Configuration table Document Templates. Users can copy and edit these document templates to suit their needs. For new document templates, clients should contact CORESense Professional Services.

Editing an existing document template or creation of a new document template requires knowledge of Smarty, HTML, CSS and CORESense Entity fields.

Location: Setup > Technical Configuration > Document Templates.

The Data Query, HTML, and CSS are all visible/editable and can have the following changes made, however, there is no GUI available for editing. You will need to copy the contents of an existing Document Template and create a new version of it via the Actions drop-down menu atop the Technical Configuration manager. This will allow you to have a backup of the original if reference is needed for reverting or corrections.

Updates to smarty templates can be previewed in an Email & Document Template opened from the Template Entity manager where the smarty template is being referenced. A Document type (not Email) is easier as the updates you make to the Smarty Tag can be tested with a refresh of the Document opened in a pop-up window. Common approach is to create a duplicate Email/Doc Template of an existing but reference the new Smarty Tag within it. Use that for testing until you want to add the new Smarty Tag to an existing Email/Doc Template

Smarty Tags are reference with the following syntax:

Common uses of the Smarty Tags:

Change column order of tables
Remove unwanted data fields
Modify styling