Custom Fields: Web Templates
This article is also available as a video: You can now merge custom field data to web templates. The method you follow depends on where you have saved the custom field. [To learn more about custom fields, including how to add them, please click here.][1] You can use the table of contents below to jump relevant sect…
Use hidden parameters to add print criteria to web templates
_**Note: This article is intended for users that are comfortable using the HTML editor of web templates.**_ There may be instances where you wish to use a document print parameter on a letter that does not require the parameter as part of the web template. For instance, you have a letter that you would like to print …
Creating Custom Credit Memos
The Web Templates allow users to use the various sections from the Credit Memos to create and customize their own credit memos. These custom credit memos can be used for internal purposes such as internal management approval or loan committee/board review and/or approval. Custom credit memos can be created in one of t…
Adding a Task List
Ventures gives you the ability to create your own internal checklists for checks & balances against any process. **Task Lists** may be created to assign multiple tasks at once. Create your own "virtual" checklists for: * Different loan programs; * Stages of the process; and/or * Internal Audit checklists All *…
Creating a new Web Template from scratch
Congratulations, your Organization has enabled Web Templates to allow you to create custom documents for use within Ventures. But should you start? What kind of documents can you create? Let's get started with a brand new document from scratch. To access Web Templates, you will find the feature in Reports & Letters b…
Convert a Word template into Web Templates
**NOTE: You must have the optional Web Templates add-on module to access this menu.** If you have an existing Word template, you can do a quick conversion into Web Templates so that you can edit and add merge fields into the document. ***Excel templates are not supported in Web Templates.** To convert an existing d…
Web Template Formatting FAQs & Tips
_**Q: My document is creating 1.5 spaces every time I hit Enter. How do I make it single spacing?**_ A: You can create single spacing by holding down the SHIFT key while hitting ENTER. **Q: How do I add an image to my document?** A: To quickly add an image to the document, use the Image button in the toolbar. ![][1…
Creating Sub-Templates within Ventures
Sub-Templates within Ventures let's you grab data from tables and then filter on the selection after adding the sub-template to your master web template. Sub-Templates are always used within master templates. **When would you use a sub-template?** We have found that Sub-Templates are useful when requesting annual ser…
Adding and Configuring Merge Fields in Web Templates
Whether you have created a new web template or converted over an existing Word document, the reason you are creating this document is so that you can use the data within every project to auto-populate (similar to a Word Merge). **Adding Merge Fields to your Document** The process of adding merge fields is a straight…
Add a company logo or header and footer
There are a couple of options available if you wish to add your company logo to the top of your document. Option 1: Use the "Logo" merge field. Add the merge field named "Logo" to add an image of your company logo. This image can be uploaded by a Site Administrator for each Organization under the Document Settings t…
