Document Templates Set Up

Overview of document templates

Table of Contents

Steps to access document templates System documents My documents Other useful elements of document templates

Document templates contain the templates for the emails and documents used in MagManager

Step 1 - Got to the main settings page.

Step 2 - Under Admin > Select Document Templates.

Step 3 - You will see three tabs, System Documents, My Documents and Invoice Background.

The system documents are the ones that MagManager uses in the following situations:

Booking Confirmation Email: After creating (or modifying) a booking for a client, when you click Save and Email, this email template is used.
Booking Confirmation Pdf: Allows you to print a Pdf version of the booking confirmation.
Content Assigned Email: When content (artwork) is assigned to someone, they will automatically receive an email from this template.
Invoice: The template used for creating pdf files for your invoices.
Invoice Email: The template used for emailing invoices to your clients.
Proposal Document: The template used for create the proposal
Proposal Email: After creating a proposal for a client, when you click email, this is the template used.
Provisional Booking Email: After creating (or modifying) a provisional booking for a client, when you click Save and Email, this email template is used.
SMS Template: Template: Template used for sending SMS messages.
Statement Email: For users who do not have MagManager linked to an accounts package

If you have the MagManager client portal enabled, you will also see the following:

Client Artwork Approval Request: for email sent when you request artwork approval from a client
Client Artwork Request: for email sent when you request artwork from a client
Portal Welcome Email: allows clients to set up their own password to access the client portal.

Here you can set up your own email or standard (that is, pdf) document templates, to be saved and used in mail shots.