Select a  Data sheet template to summarise data in a specific context. Data sheets are only available for a limited number of tables.

1. Enter a filing location for data sheets related to Accounts, Items and Events, which can be edited and saved in the record, and separate subfolders with "/".
2. The folder or subfolder will appear in the record as soon as a data sheet based on this template is drawn and opened for editing and saving in the directory.
   Example: Data sheets/AV or Data sheets/Kitchen
3. All data sheets for other tables can be edited and exported, but not saved internally.

Select a   Text template for all other templates that should either be directly available to users or used indirectly in other templates.

1. Select  Word processing >  Mail or Bulk mail for real correspondence. Other text templates can also be used as letter or email templates, but are only offered in a special context.
   Example: a Shift offer template is only offered in the context of  Shifts and Staff >  Shift offers , a Mail template is offered in the context of  Communications >  Mail/Email
2. If necessary, enter a formula in the field Usage rule to set additional conditions for using the template.
   Example: Quote templates only up to a maximum amount
3. The Subject can be preset or determined by a  Formula. When assigning a cover letter based on a different  Text template, the original subject is retained.
4. If a template is marked as an  Email template, further input fields will appear for  Priority,  Read confirmation and a  Cover letter.
5. The  Cover letter for the email can also be preset:
   1. Activate a  Cover letter in the top toolbar. A new tab  Cover letter will appear, and the text of the email will be moved to the  Attachments.
   2. Click on   Copy to copy the text of the email into the cover letter. Alternatively, select a different  Text template.
6. Both  Attachments and  Recipients can be preset.
   1. Attach  Own business cards or Calendar entries by clicking the buttons above the attachment list.
   2.  Add external  Files,  Documents from packages^M,  Templates or other  Business cards as attachments.  Event sheets are available for event templates only.
   3. Automatically attach the attachments to emails each time without prompt by selecting Accept all files without prompting above the list.

Text templates can be created from scratch, but in many cases it is advisable to copy and adapt an existing text template with all references and lists (Copy an existing text template).

1. Go to the   Templates tab and select   Text templates >   New, then select the Company^M if necessary.. The input window for the new text template will open.
2. To assign the new text template to several Companies^M, go to in the toolbar of the template and tick the companies you want.
3. Enter a self-explanatory Name and a unique Code for the template. The code can be used to quickly assign a template when creating a new mail. The name and code must be unique and cannot be used more than once. To enter more details on a template, use the Description field.
4. Select the Group/Type of template from the expandable picklist. Searches and filters are optimised through this template type.
5. Select the user groups for which the template should be Visible .
6. Select  Show only for configuration to mark templates that are only used in the context of lists or other templates and should not be shown to users in an operational context.
7. Select a Template type:  Datasheet template,  Text template or Other. Select  Other only for text breaks or text blocks that are only used as a part of other templates.
8.  Save your input by clicking on the icon in the top left-hand corner of the input window.

Enter the main text of the template on the front tab.

1. Write or paste a text from the clipboard by clicking (Ctrl+V).
   Note: The icon becomes active as soon as the cursor flashes in the text field and there is text in the clipboard.
2. Click on to insert text blocks or other ready-made templates.
3. Format the text using the tools in the toolbar.

Images from various sources can be inserted into the mail.

1.  Insert image in text or  Insert image on page by clicking on the expand triangle next to  Image in the toolbar.
   1. Select  Insert image in text if you want to link the image to a specific text passage.
   2. Select  Insert image on page if you want to place the image in a specific position on the page.
2. Search for the image you want.
   1. Select  Load from hard drive if the image is stored externally. The Explorer window will open, double-click the image you want.
   2. Select  Load from clipboard if you have previously copied an image. Alternatively, use the Ctrl+V hotkey.
   3. Select Insert image and the filing location of the image for any images filed under other database records.
   4. For images from an integrated camera, select Insert Image > Integrated Camera.
3.  Optimise images for printing or filing if needed. Find further formatting options in the context menu of the image (right-click on the image).
4.  Save your changes.

If you want to apply the references of an existing text template but change the text yourself, copy the template and customise it.

1. Go to the   Templates tab and select  Text templates, then  Search for suitable templates.
2. Select the template in the list by left-click.
3. Click on Copyin the horizontal toolbar.
4. The copy of the text template will open.
5. If necessary, change the name, attachments, type or other settings of the text template (Open a new text template, Assign a template type).

Show the database references to avoid deleting or changing them unintentionally if you only want to customise the text itself.

1. Activate   Show 4D expressions in the toolbar to see all database references. All lists and database references are highlighted in grey and must not be changed.
2. Only change the texts that are not highlighted in grey.
3.  Save your input by clicking on the icon in the top left-hand corner of the input window.

As with a new record, the group, type, output and many other settings can be freely entered for a copy.

1. Change the Name and Code of the template. The code can be used to quickly assign a template when creating a new mail.
   Note: The name and code must be unique and cannot be used more than once. For a more detailed Description of the template, use the field at the top right of the input window.
2. The template Type determines which tables of the database the template can access, which database references and lists can be inserted accordingly and in which context a template is offered for selection. The template types are predefined.
   Example: In a text template tfor bulk mail, you can access references to accounts, but not events.
3. Select the Group/Type of template from the expandable picklist. Searches and filters are optimised through this template type.
4. Go to the   Attachments tab and   Add documents that you would like to send by default along with the mail.
   Note: Select the smallest possible files to save storage space in the database and speed up the sending of emails.
5.  Save your input by clicking on the icon in the top left-hand corner of the input window.

There are several options in the toolbar to visually highlight text that is not already specially formatted in the template.

1. Select the text by left-clicking and holding down the mouse button and select in the toolbar:
   
   1.  Assign background colour: highlights the text with a yellow, green, red or blue background, a free choice of colours is available.
   2.  Font colour, background colour and text effects: offers further options for text formatting such as font colour and font style
2. Copy an existing format from one word or paragraph to another:
   1. Select the word or paragraph that is already formatted.
   2. Click on the dropdown triangle next to  Styles and select Copy styles.
   3. Then select the text to which the format is to be copied and click on >  Apply styles (text or paragraph styles as well as tab settings).
3.  Save your changes.