Documents & Templates

It is possible with the EcclesiaCRM version 4.1 and higher to manage the documents templates.

Creation

1. Go to a document, CKEditor

   • To this end, go to personal space
     

     

2. Add a document

   

3. The first three icons of the list are for the templates management

   

4. Create it

   • Format a document as one wishes
   • Then one can add it to the list of templates

   • Click on the icon

     

   • Give a name and a description to the template

     5. Profile management

   • When a profile is created, it is possible to rename it or delete it

     

   • one can delete and rename it easily:

     

5. Application

   

Notes

• One can do the same with the shared and group calendars
• A group calendar can only be add by an administrator
• Templates are useful with MailChimp and for the mailing campaigns.