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How to edit a default template

What to know about editing templates

  • templates should always be RTF files (Rich Text Document) format created by WordPad, the default Windows word processor
  • contents should always be copied and pasted from Notepad, never directly from an email or a word processor application
  • coding locations should not be shifted or broken (blue text); however, any text in black can be altered as desired
  • logos, signature graphics, etc. can be added to templates; however, they should not exceed 400kb (this is an estimate... larger files causes ProFile to become unstable)
  • all images must be .bmp or .wmf formats
  • headers and footers are not supported by ProFile

If working in a local environment

1. Select the Templates... option under the Options drop-down menu in the top toolbar.

2. The Template Editor window displays:

User-added image

3. Select a year and module from the tab menu (for example, 2018 T1/TP1).

4. Select the individual template to modify.

5. Select the Edit Template button.

6. Edit the template as required:

User-added image

7. Select the Save icon in the menu toolbar.

The Save As window displays:

User-added image

8. Navigate to the location to save the revised template and save using an appropriate file name.

9. Select the Save button; the revised template saves.

Note: click the Use default template button to revert back to the default template.

If working in a network environment

Note the following if working in a network environment:

  • use the Browse button in the Base Template Directory to select a location to store customize template.
  • use the Browse button in the File Path field to select a customized template. Note the Use default template option must be unchecked.

Insert a graphic in a template

1. Open the template.

2. Select the Graphic option from the Insert menu: 

3. Select the location and individual graphic to insert.

Note: all inserted images must be .bmp or .wmf formats

4. Select the Open button.

The image inserts in the template.

5. Select the Save button in the toolbar.

Personalize a template

Personalizing a template changes the content on the letter without modifying any of the coding.

1. Open the return.

2. Press the <F4> key; the Form Explorer displays.

3. Enter letter in the Form field and press <Enter>; the letter displays.

4. Right-click in the letter and select the Personalize option:

5. Make the necessary changes.

6. Select the Save button in the toolbar.

7. Save the personalized letter with the appropriate file name in the preferred directory.

Note: If any changes are done to the coding, Edit Template, will not appear on a modified, personalized template. Confirm that Personalized is not selected if no changes occur after editing a template.

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