Table of Contents

• Create New Template
• Set Primary Color to the Invoice Default Template
• Edit Template Button Color
• Edit Existing Template
• Enable/Disable Email Template
• Make Default Template
• Send an email to all Customer Contacts
• Change From and Reply-To Email Addresses in Templates

Create New Template

Preconditions:

HTML & CSS skills are required to add or edit Templates. 

Steps:

1. Navigate to Menu > Setup > Manage Templates.
2. Click +Add Template to create a new Template.
   
3. Populate the fields:
1. Template Name.
2. Description of the Template.
3. Change the Type if needed.
4. Add HTML tags, CSS, liquid syntax to the Template section.
5. To access variables available in the Ordway platform, refer to API Documentation.
6. Use the Preview drop-down menu to select a Quote and choose the PDF or HTML View to preview changes before saving.
   
7. Save when finished. 

Set Primary Color to the Invoice Default Template

To edit the color of the invoice template, use web colors. Any color can be used, as long as you have the correct color code. There are several sites that help with this discovery, including https://htmlcolorcodes.com/. 

Steps: 

1. Select the hexadecimal code of your choice.

2. Inside the <style> tag at the top of the template, look for the comment “ /*Primary Color*/ ”.

3. There are 3 classes to set colors: “color-primary, border-color-primary, and background-color-primary.” Change their hexadecimal code to the desired color. This sets the main table head color and the title of the document at the right top:

4. Click the Preview menu to preview changes.

5. Save when finished. 

Edit Template Button Color

Complete the following steps to change the Button color within Ordway templates. 

Steps: 

1. Access the source code of your Text Editor.
   Locate the background-color property related to the button row and update it with your hexadecimal brand color.
   
   
2. Click Source again to verify the button color.
   
   
3. Save the template when finished. 

Edit Existing Template

To edit an existing Email Template, click the Edit icon from the More menu.

Edit the Template as needed:

1. Navigate to Menu > Setup > Manage Templates.
2. Click the Gear icon from the Actions Column associated with the PDF Format to Edit.
3. The rich text editor can be used like a regular editor to update text. Click the Source Icon in the header to update HTML tags, CSS etc.
4. Click the Preview menu to preview changes.
5. Save when finished. 

Enable/Disable Email Template

To enable or disable any of the available email templates, click the toggle in the Enabled Column.

Make Default Template

Read more about creating and editing a Default Template. 

Send an email to all Customer Contacts

Include the following Liquid logic in the Recipient field within the email template:

{% for contact in customer.contacts %}{{contact.email}},{% endfor %}

Change From and Reply-To Email Addresses in Templates

Personalize outbound emails sent from Ordway with your company email address. The level of personalization is dependent upon your email configurations. Read more.