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Letter Templates for RezOvation GT

October 24, 2009 20:32 by Ben

Do you need some ideas for templates, or want a head-start on creating your own custom report and letter templates for RezOvation GT?  We've made it easy for you by creating a package of custom templates, in just about every category.

Follow the directions below to get started.

1. Click here to download the template package.
2. Save the file to an easy to find location such as Desktop or My Documents.
3. Locate the downloaded file, and right-click on it.  Select "Extract".  This will create a folder with the template files.
4. To edit a template file, just open it -- it's in Microsoft Word (DOC) format. 
5. When finished editing, close the template and upload it to RezOvation GT by doing the following:
* Go to the Manage Reports and Letter Template configuration section (click the button next to the gear icon in the toolbar, or select View > Template Configuration). 
* Click the link for the template category you wish to edit, e.g. "Confirmation Letter".
* Select the specific template you wish to edit, and click "duplicate".
* Select the duplicated template, and click "check in". 
* Locate the custom template, and select it.  Word may open and close a few times -- this is normal. 
* Select the custom template, and click "set to default".

Click here for more information about editing templates.

 

Looking for more useful articles?  Click here to visit the RezOvation Wiki.


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Categories: RezOvation GT | Useful Tips
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