Intro To Templates
Science & Technology
Introduction
Today, we will explore the various A-frame templates and demonstrate how they enhance your transaction processes. Since much of your work is repetitive, setting up templates correctly can save you significant time while providing a consistent and professional experience for your clients.
Getting Started
Before we jump into the specifics, it's important to note that you don't need to have all your templates fully set up to begin using A-frame. In fact, starting with a few transactions without any templates can be advantageous. This approach allows you to see how tasks, dates, and attachments interact and helps you identify which email templates you genuinely need.
New users often feel pressured to perfect their setup before diving in, only to find they need to make substantial changes after some practical experience with A-frame. If you're new or feeling overwhelmed, take a deep breath, start small, and build upon your experiences.
Pre-loaded Templates
Each A-frame account comes with a generous set of generic templates designed to help you get started quickly. Many users leverage these as a foundation, modifying them as necessary. However, you are encouraged to create your own templates from scratch if you prefer.
Utilizing Attachments
In A-frame, the attachments tab allows you to upload files or enter web links related to the transaction. Just like the other tabs, you don't have to use a template, but employing one simplifies the process. Templates enable you to set up folders with placeholders so you can easily track what files you have and what files are still needed. This is particularly useful when you create an email template that automatically attaches a file, such as an executed contract.
In the interface, an orange indication signifies that a file placeholder is empty and still requires an upload. It's worth mentioning that all attachments don’t need to be predefined; you can drag or upload additional files at any time. If you find an entry unnecessary, you can opt to omit or delete the corresponding placeholder.
Collapsible Information Sidebar
The collapsible information sidebar contains essential transaction details, contract information, and any custom field collections you create, all conveniently at your fingertips. Each field entry and group within this sidebar has a unique custom merge field code. This code can be referenced in an email template, allowing you to pull specific field information or groups of fields into your emails.
Think of templates as guides, as A-frame provides complete flexibility after applying templates to any transaction.
Next Steps
With this foundational understanding of where and how templates are applied, you can proceed with our individual template videos that cover how to create and customize your templates.
Thanks for watching, and as always, if you need assistance, please reach out to us at support@a-framesoftware.com or directly in A-frame under your help icon.
Keywords
- A-frame templates
- Transaction processes
- Pre-loaded templates
- Attachments tab
- Custom merge field code
- Email templates
- Flexibility
FAQ
Q: Do I need to have all my templates set up before using A-frame?
A: No, it's recommended to start with a few transactions to understand how everything works before fully setting up your templates.
Q: Can I modify the generic templates provided in A-frame?
A: Yes, you can use them as a starting point and modify them to fit your specific needs.
Q: What does the orange indication in the attachments tab mean?
A: The orange indication signals that a file placeholder is empty and still requires an upload.
Q: Is it possible to create custom templates from scratch?
A: Absolutely! You can create your own templates from the ground up if you prefer.
Q: How can I use merge field codes in my email templates?
A: You can reference unique custom merge field codes in your email templates to pull specific field information or groups of fields into your emails.