Build From CommunitySuite Examples
Examples of each template type are available to download and customize.
- Navigate to the System Data Page and click Templates in the left-side menu.
- Click Examples in the left-side menu.
- A new browser tab opens to a Support Hub article called Example Templates.
- The article contains links to two types of downloadable documents.
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All Fields - These documents list all merge fields that are available in each template.
- If it is not on the list, it is not an available merge field for that template type.
- Merge fields can be available in one template type but not another.
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Example Templates - These can serve as a starting point for your templates.
- Example templates contain the following:
- Page breaks
- Start and end points
- The start merge field begins with {{#foreach_ and and end merge field begins with {{/foreach_.
- Do not delete these from the beginning and end of the template.
- Generic language that can be formatted to your preference.
- Example templates contain the following:
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All Fields - These documents list all merge fields that are available in each template.
- Click the name of an example template and download a copy to your computer.
- Customize the example template as needed.
Build Using Your Existing Template Documents
If you have Word document templates from your legacy system, you can replace your legacy merge fields with CommunitySuite merge fields. The instructions in the Build From CommunitySuite Examples section outlines where to find merge fields that are available and the required formatting.
Make sure page breaks are built into your Word Doc. Page breaks should be inserted in front of the opening tag {{#foreach_.....}}. This ensures each new document starts at the top of the page instead of where the last one in the batch ended. In most versions of Word, this can be found by right clicking anywhere on the page and selecting "Paragraph". The "Page Break Before" section can be found in the "Line and Page Breaks" tab.
Additional Information
Regardless of the approach used, below are some general guidelines.
- Ensure opening and ending tags exist in the document.
- The opening tag begins with {{#foreach_ and and ending tag begins with {{/foreach_.
- They do not pull data into them and are required for the template to run.
- Each template type has different start and end points.
- For instance, the opening tag of of a tax receipt is {{#foreach_donation}} and the opening tag of a fund statement is {{#foreach_fund}}.
- Some templates, including tax receipts and fund statements, will have additional sections of data that have start and end points.
- For instance, donation detail is included in fund statements, that section will open with {{#foreach_donation}} and end with {{/foreach_donation}}.
- Copy and paste merge fields exactly as the all fields document lists them.
- Do not replace the double curly brackets ( {{ and }} ) with single curly brackets or another bracket type.
- Do not remove underscores.
- Do not add spaces in the merge fields.
- Merge fields are case sensitive.
- Templates are Word documents and will support changes to layouts, most fonts, images, text color, etc.