You can create web templates from scratch, copy a pre-existing template or you can import a pre-existing word document. This article will cover creating a web template from scratch. To learn how to copy a pre-existing system template click here. To learn how to import a pre-existing word document, please click here.

• Click on Reports and Letters in the menu towards the top of the screen.
• Click on Web Templates.

The web templates grid will load. The Add button is used to add a new template that you will build from scratch, we will cover this a little later in this article. The Convert button is used to convert word files into web templates. We cover how to do that here.

The System Type drop down menu allows you to filter the templates displayed in the grid. You can choose between System (pre-built templates included with Ventures that you cannot modify) and Non-System (user created templates)

You can use the search bar to search for the specific template you are looking for.

In this article we will focus on building a web template from scratch.

• Click Add. A pop-up will appear.

• Enter a name for the Web Template you are creating. Make it as descriptive as possible.
• Next select the type of template you are creating. For our example we will use a Document template type.
  • Document - Standard documents or Credit Memos.
  • Footer - A footer template that can be used in all web templates.
  • Header - A header template can be used in all web templates.
  • Sub Template - A template that can be added to all web templates (for example, a signature block) Please click here for our article on Sub Templates!
• Once you select a template type, the Data Source Type field will unlock and allow you to select a data source type. The field will contain different options based on the Template Type you select. For Document, Footer and Header types, the options you will see are:
  • Loan - Data that comes directly from the loan. This is the most common type of web template.
  • Credit Memo - Credit Memo bookmarks used to generate the Ventures Credit Memos. Select this option if you are creating custom Credit Memos.
  • Fillable PDF - This is a developer option that is currently not supported for users.
• If you select Sub Template as your Template Type the options you will see are:
  • Collateral - This allows you to use data in the Collateral menu for each collateral record, not just the project property.
  • All Items Due - This is a standalone template for Servicing Tracking bookmark from the Bulk Letters area.
  • Loan Company - This allows you to use data from the Entities area. This can and will show data for all Entities.
  • Loan Cost Detail - This allows you to use data from the Project Cost area of Ventures.
  • Loan Tenant - This is a subset of the Collateral area that is specific to the Tenants grid.
  • Loan Entity Contact - This allows you to use data from the Contacts in the Entities area for all Contacts.
  • Insurance - This allows you to use specific data from the Tracking > Insurance area of Ventures.
  • Payment Transactions - This allows you to use data from the Payments module. This requires having purchased the Payments module for Ventures.
  • Tasks - Use this data set if you want to put data from the Tasks area into your template.

For our example, we will select Loan as our Data Source.

• Once you make your selections click Continue.
• Your web template will be created and the Template Designer page will load.

Click here to learn how to use the Web Template Designer.