How to create or modify System One templates in Word
Make System One work for you by creating custom Word templates for your agency. Templates save you time by using System One data to instantly generate custom documents such as itineraries, contracts, invoices and more. Creating and styling your customised templates takes a little time, but you only need to do it once!
Before we begin, make sure you have access to Microsoft Word.
This guide comprises of five parts:
- Accessing templates on System One
- Building or modifying Word templates
- Uploading Word templates to System One
- Testing and troubleshooting Word templates
- Sample document templates
1. Accessing templates on System One
This section explains how to access the most common types of templates used on System One - itineraries, contracts and invoices.
To access templates on System One:
1. Log in to System One.
2. Access templates by navigating to " System Settings" > "Template Settings" or "Personal Settings" > "Template Settings".
3. Then it depends on which type of template is required:
a. For itinerary templates, navigate to Word templates for detail view > Events section.
b. For contract templates, navigate to Word templates for detail view > Contracts section.
c. For invoice templates, navigate to Word templates for detail view > Invoices section.
If you have previously uploaded templates, you will find them in the respective section.
2. Building or modifying Word templates
Before building or modifying your templates, it’s helpful to understand what merge fields are.
Merge fields are used to link information in System One to your template. Each piece of System One data has a unique merge field code. For example the merge field code for the Artist is «AppRel1Name». By adding this merge field code into your Word template, the document generator pulls the Artist name from System One, and places it in your document.
System One merge field codes
You can view all System One merge field codes by following the links below.
- Events: Pulls data from the "Planning"/"Events" section
- Contracts: Pulls data from the "Contracts" section
- Invoices: Pulls data from the "Invoice" section
Let’s begin creating your template:
1. If you’re modifying an existing template, first find the template on System One, then download the document and open it using Microsoft Word. If you’re creating a new template, open a new Microsoft Word file to start from scratch or use one of the sample templates that you can download at the end of this guide.
EXPERT USER TIP
If you want to create a new template but keep your existing styling (fonts, layout, logos, etc), we recommend that you copy an existing template on System One, rename it, download it and use that document as a basis to work from.
2. Find your required System One merge field code by accessing the System One Merge Field Code lists above.
EXPERT USER TIP
To quickly find merge field codes, use your browser’s find bar. (Shortcut: Control+F on Windows or Command+F on Mac)
3. Next, to add a new merge field to your document template, first click in the document where you want to add the merge field, then:
I. Navigate to the " Insert" tab
II. Open " Quick Parts" and select "Field"
a. " Categories": (All)
b. Field names: MergeField
IV. Then in "Field Name", type or paste your required System One merge field code
V. Click " OK" to add your merge field to your document
I. Select " Insert" > "Field"
a. Categories: (All)
b. Field names: MergeField
III. In Field Codes, type or paste your required unique merge field code after “ MergeField”
IV. Click "OK" to add your merge field to your document
4. To modify existing merge fields on your document, find your required System One merge field code from the lists above, then:
I. Right click on the target merge field, click " Edit Field"…
II. Change the System One merge field code in "Field Name"
III. Click "OK"
I. Right click on the target merge field, then click " Toggle Field Codes"
II. The merge field will expand in the document
III. Change the System One merge field code (the part after MERGEFIELD and before the \)
IV. Right click on the merge field again and click "Update Field"
4. Repeat this process until you’ve added/modified all of your merge fields.
5. Now use Word’s standard styling tools to style your templates according to your agencies styling guidelines.
6. Finally, save the document.
3. Uploading templates to System One
Once you’ve finished building or modifying your template, it’s time to upload it to System One.
1. Log in to your System One Account
2. Access templates by navigating to " System Settings" > "Template Settings" or "Personal Settings" > "Template Settings"
3 . Under "Template Settings" select the section which matches template you’ve built:
a. Itinerary templates should be uploaded in Word templates for detail view > Events section.
b. Contract templates should be uploaded in Word templates for detail view > Contracts section.
c. Invoice templates should be uploaded in Word templates for detail view > Invoices section.
a. If adding a new template, click " New", fill in the details, upload the template, then hit "Save".
b. If modifying an existing template, click on the existing template from the list then upload your modified template by clicking " Choose" file.
5. Now your new template is ready to test.
4. Testing and troubleshooting Word templates
We recommend that you test your new template to make sure it’s working correctly.
1. Navigate to the section in System One that corresponds with the type of template you uploaded. For example, if you created an itinerary, navigate to the event detail view.
2. If you have uploaded the template correctly, you should see your template in the corresponding part of System One. For example we can find the itinerary template in the “ Export” panel on an event detail view.
3. Click " Download" to download the document.
4. Open the document and check that the document data corresponds to the data you wanted to link using Merge fields.
a. If it does, great!
b. If it doesn’t, troubleshoot the error using the common reasons below.
Common reasons why templates are not working properly:
1. The merge field code is copy-pasted, not inserted:
For merge fields to work they must be inserted into the template using Microsoft Word’s “ Field” tool. Just copying the merge field code from the list and pasting it into the document will not link the System One data to your document.
To learn how to insert merge fields, see the section of this guide called “ Building or modifying Word templates”
2. Template uploaded in wrong location:
Make sure you uploaded your document template in settings correctly:
- Itinerary templates should be uploaded in Word templates for detail view > Events section.
- Contract templates should be uploaded in Word templates for detail view > Contracts section.
- Invoice templates should be uploaded in Word templates for detail view > Invoices section.
Still can’t make it work?
Contact our friendly support team for guidance.
5. Sample document templates
We provide a number of sample document templates which you can use as a basis. These templates must be carefully examined and modified to suit your agency, where needed. We recommend that you seek professional advice to ensure your templates meet all legal requirements applicable to you.