Procedures

You can modify template sets for SF330 proposals.

Related topics:

  • Modify an SF330 Template Set to Create a New Template Set
    You cannot edit default templates directly, but you can save them with a new name, export the re-named template set, or pages from the set, to Microsoft Word, and then edit them in Word. For example, you can add your company's logo, change fonts, or replace merge codes.
  • Update an SF330 Template to Add it to the Ajera CRMDatabase
    After you make a new template set, you must add the new templates to the Ajera CRM database by using the SF330 Template Editor dialog. This procedure makes the new templates available so that you can use them to merge data to make an SF330 proposal.
  • Add Graphics Placeholders to SF330 Merge Templates
    To add graphics to a SF330 proposal, you must enter graphics placeholders in the merge template that you plan to use. You enter graphics placeholders in block 24 of a modified Section F merge template. After you use the merge procedure, the proposal shows each of the related graphics, at the location you specified.
  • Add Your Firm's Logo
    Add your company's logo to any page of the SP330 form.
  • Change Fonts on a Template
    You can change the font for any merge code that is on a modified merge template. The form fields are based on individual Microsoft Word styles, and the data fields are based on the Microsoft Word Style named DataText.
Parent Topic: SF330 Template Editor