Sub Templates within Ventures lets you include data from areas in Ventures where there may be multiple entries, in your Web Templates. When a sub template is added to a Web Template, you will have options on how to pull data from the section the sub template is referring to. 

 

When adding a sub template it is important to choose the correct Data Source Type. This is the source within Ventures that the sub template will pull data from. 

 

• Click on Reports & Letters 
• Click on Web Templates in the menu on the left
• When the web templates page loads, click Add
  
  
   
• Enter a name for your sub template
• Use the Template Type field to select Sub Template
• Use the Data Source Type field to select where in Ventures the data will be pulled from. You can select from: Collateral, All Items Due, Loan Company, Loan Cost Detail, Loan Tenant, Loan Entity Contact, Loan Financing Sources, Insurance Information, Other Partner Contacts, Payment Transactions and Tasks.
  • Each sub template you create can only pull from one of the data sources. You can create as many sub templates as you need. You can have multiple sub templates covering the same data source type that can be configured to display different aspects of the data source as needed.

 

 

• Once you make your selection click Continue.

 

 

• The Template Designer page will load. You can learn more about the layout and buttons on the web template designer here. The key difference lies within the Merge Fields drop down menu. The merge fields list will only list fields from the selected Data Source Type. You will not see the complete list of merge fields that you would normally see when designing a web template.  
• Select the information you would like to see from your Data Source from the merge field. For this example, because we selected Collateral as our Data Source, the items we see in the merge fields relate to the Collateral Section in Ventures.

 

 

• As you are selecting which merge fields to include in your sub template, remember to organize the merge fields too. The sub template will display the merge fields in the manner they are arranged here, in the main template. 

 

 

• When you add a merge field, make sure you click on the merge field. Each merge field contains options on how the data within will be displayed. For example, the Estimated Value merge field gives you options on how to display the amount of the estimated value. When you make your selection click Ok.

 

 

• You can use the preview button to preview the sub template you are creating. Remember the preview button uses data from the most recent loan you were working on. If you do not have relevant information in the locations the merge fields are pulling from, the preview will be blank. 

 

 

• Once you finish adding and arranging the fields you would like to include, review what you have entered, then click the General Tab

 

 

• Fill in a Template Description, a Publisher, Form Number and Version Number if you wish.
• You can mark if the sub template contains a table with a header, or a table with a footer using the relevant check boxes. This will help the system insert it into the main web template you are designing.
• You can select whether you want the sub template to display even if the system detects that there is no information for it to pull. By default, if there is no data, the sub template will not appear even if it is entered in the main template. If you check the Show when no data option, the template will display a blank section in the web template.
• When you finish entering settings on the General Tab, review what you have entered and then click save.

 

 

 

The sub template has now been created. You can find out more about adding it to a main web template here.