Reworking simple text modules in templates

The simplest way to design customized documents is to revise the template while retaining the fields. The fields of a template are enclosed in angle brackets (less than and greater than, “<...>”) that contain Windward syntax commands, XML syntax, and data fields. If you leave them unchanged, you can change the layout of the template using Microsoft Word. It is important that the syntax in the template is left untouched.

Attention: Less and greater than characters in the static text could be misinterpreted by Windward. Enclose them in a Windward tag. Less than = <wr:out value="<"/>, Greater than = <wr:out value=">"/>. Since spotting errors is difficult with Windward, it is recommended to apply changes in small steps, and then test the executability. When creating complex templates, please make backups in short intervals so that you can return to a previous state if problems arise You can use the "Check tags" function locate syntax errors.

Select Sales/templates and select a template.
Create a copy of the selected record as a new version using the standard Duplicate with structure function and name the new record unambiguously, e.g., according to its purpose or content.
Save the record!
Select the Process function for the new version to open the template with write access.
Arrange the layout of the checked-out DOCX template without changing the content of the Windward tags.
Modify the template text to make it fit for its purpose, e.g., for standard letters.
When moving windward tags, take care not to damage control structures.
After you have completed the task, select Close file in Microsoft Word.
Decide whether the document should be checked in (only then can it be used in the CRM), and whether its in process status should be kept.
Switch to the form in which the report is generated, or to the correspondence form, in which the correspondence is edited.
In the Template field, click on the button and select in the selection dialog the template you just edited, accept it with OK.
Execute the respective function (print or edit correspondence in Word) to check the result.
Switch to the Template form and release the completed template with the status approved, so that all users can access it.

Note: If you have duplicated and edited an email template, you can specify whether the template creates the email in the HTML format or in the TXT format. To do this, select the respective Type in the template form. As the templates generate documents that are only filled with data at runtime, a document must always be generated first so that the changes are visible in the printout.