Creating & Editing Document Templates

Recycly allows you to edit your Quotation, Sales Order and Purchase Order templates directly with Microsoft Word. It is possible to create other document templates for use with any area of the system.

Document Templates can be created and edited in the Documents app, on the Document Templates menu

Here you will find any existing Microsoft Word templates, and you can create new ones via the New button.

This article describes how to use this area of the system. Please note that we are continually evolving our systems and hope to make this process easier over time!

Editing Existing Templates

Click on a template in the Document Templates list, and download the current version using the link in the "Template File" field.

You can then edit this template as needed with Microsoft Word

Adding New Fields

To add new fields to the document, in Word, click on the "Insert" ribbon -> Quick Parts -> Field...

On the screen that appears, in the Categories box select "Mail Merge", and in the "Field Names" box, select "Merge Field".

Finally, type the name of the field you want to insert into the "Field name" field. (a method for finding the field name is described below)

Finding Field Names

While editing a Document Template in your Recycly system, you will notice a "Merge Field Generator" tab. This tab allows you to generate the merge fields that you can then insert into your Word template. NOTE: You might need to press the Edit button first to be able to select a Model Field.

Uploading New Template Versions

When you have finished editing your template, click Edit on the template in your Recycly system, then press the Upload New Template File button. This will show the following screen:

Click the "Upload Your File" button, and select the Microsoft Word document you have edited.

You should also enter a short description of what you have changed, because the system keeps a history of template changes, to allow you to "Revert" to a previous version if something is wrong with the new one!

Reverting to Previous Template Versions

If you are experiencing an error with a new template version, or you accidentally changed something you didn't mean to, you can "Revert" to a previous version using the "Previous Versions" tab

Click the version you want to go back to and click "Revert to This Version" button.

Note that the system still keeps all the most recent versions too if you then decide to "revert" to a more recent version :)

Adding New Templates

To create new templates, go to the Document Templates area of your Recycly system and click the Create button.

There are 3 things you need to enter for new templates:

• The Name, which is the text that appears on the Print menu for the template

• The Model which is the database table that the template is for, for example "Sales Order" or "Purchase Order".
    - There are a LOT of options in this list, so speak to Support if you are not sure which one to use!

• The Template File, which is the Microsoft Word document to use as a template

Once you've added your template, use the "Add in the Print Menu" button, to add the template to the Print menu for the Model you have chosen. NOTE: You may have to refresh your browser to see the new Print option on the model.

The template will then show on the "Print" menu for a record:

Formatting Notes

When using tables in word templates there is a "Text Wrapping" option in tables properties. This might need to be set to "None" so that word does not try to wrap text around the table!

Further Information

We’ll be adding further information, and working on the usability of this feature over time, in the meantime get in touch with support if you have any specific questions.