Templates can be added to Mabdeck to customise the layout of a statement, Credit Control letter, or any other type of correspondence that the system offers. You can add and update templates whenever you need to!
Default Communication Templates
A default template will be used for a statement or other correspondence if no communication template has been added to Mabdeck. Default templates can be downloaded from the Communication Templates section of the System Configuration page.
Select the type of template you would like to download, then click preview to view or download onto your computer.
Although default templates are available in the system, you may want to include your own text, colours and logo too.
Adding a Communication Template
Once a Communication Template has been finalised, this can be added into the system to be used in future correspondence. All templates can be added from the System Configuration section of Mabdeck. Click Communication Templates to view the page.
Click Add New Template, and select the Client and Network you would like to upload a template for on the form which appears. You can also choose your template type, and enter a name for the template so you can refer back to it when required.
Templates can be uploaded to a specific Network or Client, depending on the template type selected.
Choose the template you would like to upload from your own computer, then click Add Communication Template to save it to Mabdeck. The template will be used going forward for the correspondence type you have selected, when it next generates.
If no communication templates are added for a correspondence type, the default templates will be used automatically.
Amending a Communication Template
If any changes are required on a template, you can edit the template which is currently saved in Mabdeck, or make changes to the default template if you do not already have a communication template set up. Templates can be amended using Office Libre, and there are a range of placeholders available for you to add into the templates, so that these can be customised to suit you. Our full list can be found here!
You can also access the latest guide from Docmosis explaining how to construct and design your documents to effectively use placeholders.
Click Edit on a template in Mabdeck to update the template which is being used.
Select the new template which you would like to use from your own computer, then click Edit Communication Template to save changes. The new template will be used once uploaded.
If you have any questions regarding Communication Templates and Placeholders, please do not hesitate to contact our support team! We appreciate that the templates can be tricky to set up in the first instance, so we are more than happy to help you get this in place so you can start generating correspondence in Mabdeck.