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How do I create or edit a form? [SiteLink Web Edition]

Ashley_DAshley_D TXRegistered User, Registered Moderator, Community Manager
edited June 19 in Advanced Operations FAQs


In SiteLink, “forms” are the documents you send out to customers, such as invoices, late letters, quotes and receipts.


Create or Edit a form

First, make sure you are logged into SiteLink Web Edition. If you need help logging in, please contact your account admin or Tech Support at [email protected]

Navigate to Setup.


  


Click Form Setup.


form1

You will see a list of all the documents in your database and whether the document you are using is RTF or HTML.

  • An RTF document is a basic text document. These simply work like a text editor such as Microsoft Word.

  • An HTML document is a more advanced way of creating a document. With HTML, you can create more advanced layouts for documents and customize the appearance. If you do not have experience creating HTML documents, we recommend contacting a web developer or your website company for assistance.

Note: SiteLink Support isn’t able to assist with helping to fix HTML documents that weren’t created by SiteLink Support. However, SiteLink Support is able to create HTML documents for you upon request at the cost of additional fees.

If you have an RTF version and an HTML version of the same document, you can choose which document to make active by clicking on Use Standard RTF or Use HTML at the top right and then clicking Save.


Single-click on the document you want to select, then click either Edit on the right. A popup will appear to ask if you would like to edit an RTF or HTML version of the form.


If you would like to create a new document, click Add instead.



A new document will look like this:

FS3

To start adding content to your document, you can simply start typing and use the formatting options in the bar on top.


You can also import an RTF document created in a different program by clicking File -> Import.



Inserting dynamic content

Keywords are what SiteLink uses to automatically fill in data from your database, such as the customer’s name, address, etc.


Click Insert > Keyword, and a new menu will open. This menu lists of SiteLink’s keywords ready for you to select. The Keyword column will show what the name of the keyword is and the Description column will show what data will actually display in the letter that the customer receives.

You can search for a certain phrase to narrow down the keywords in the Search All bar at the top of the screen. For example, if we were to search “Tenant”, every keyword relating to the tenant will display in the list.

Double-clicking on a keyword in this list will insert the keyword into your document where your cursor was last.



Once you are finished creating or editing the letter, click File -> Save Form to save the document.




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