Creating an Email or SMS Template in CE8, step by step.

Step 1: Finding your templates

1. In Cutting Edge, click on the "Settings" option on the menu on the left side of the screen. From here, click either "Email" or "SMS" Templates, depending on which one you're looking to create:
   
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Step 2: Adding a new blank template

1. In the new screen, click the + icon in the top right of your screen:
   
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Step 3: Filling in your template

1. From here, simply give your template a name and a subject line, and then type out the template you wish to create. Don't forget! You can use our "Available Fields" by simply clicking on the field you'd like to add into your template. The field will automatically be pasted at the position of your cursor in the template, and will dynamically draw information from your site details, provider details, facility details, invoice details and more when the template is created. This reduces the amount of work required per Email/SMS, per invoice!
   
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Extra Details

1. Attachments: These are dynamically generated documents that you can choose to send along with an Email template only. This is handy if you want to create niche variations of templates but still send a receipt, an invoice or another document.
   
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2. Shared across site: If you'd like this template to be available to all providers at a site instead of only on the provider currently active while creating the template, make sure this box is ticked. If you'd like to share an invoice that has already been created or un-share an invoice, simply edit the invoice and check/uncheck the box as required.
   
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Got any questions?

1. Send through any questions you have to support@cesoft.com.au and one of our friendly support staff will assist you.