Admin Menu > Add/Edit Document Templates

A Document Template defines a document or part of a document that will be posted, emailed or SMS'ed to U3A participants. Templates are not only designed to reduce the effort in creating a document but also to provide a standard by which your email and other documents are written.

A template text used to create a final document may be changed and added to when the final document is written. Therefore, keep your templates general rather than specific unless you are creating a template for a repetitive document. Common items found in a template might be...

1.Initial font and style

2.Header text including the U3A logo

3.Signature

Examples of repetitive emails are...

1.A welcome email to new members from the president and/or committee.

2.A reminder that next year's fees are due.

3.A notice of suspension or termination of membership.

This procedure uses a modified version of the rich text editor component supplied by DevExpress Inc. For for details to its use please refer to DevExpress web rich text editor

The template record consists of the following fields...

Field	Description
Template Type	Select to type of document to be created... •Email •Postal •SMS •Enrolment Subdoc •Receipt Subdoc The enrolment and receipt sub-documents allow the creation of sub-documents that contain the parent-child relationship with the main document. These options are an advanced topic and rarely used.
Template Name	Enter a name that uniquely describes the document.
From (11 chars max)	SMS only. Enter text that will be displayed instead of your phone number. Note: The Australian Government now requires all such text to be registered. This is done via the SMS service provider.
Subject	Email Only. Enter a subject for the email.
From Email Address	Email only. Enter or select the address from which the email is being sent. Important: This address must be from your U3A's registered domain. The from address may be a non-existent address such as, no-reply@myU3A.org.au. However, to ensure high email reputation, such addresses should be used sparingly.
From Display Name	Email only. Enter the name to be displayed in the From field on the recipient's email.
Document Body	Enter and format the document's text. Hint: The editor provided is sufficient for simple text entry. For complex formatting tasks we suggest the document be created in Microsoft Word or equivalent and then copy and pasted into the document body.