Install new template

How to install a new template

Updated over a week ago

Carerix uses templates: When sending e-mail, and at "create document". Sometimes you require a template that is not yet available. Then there are three options:

Install template from Template library

All templates currently available are mentioned in the template library, which you can access as follows:

  • Sign in into your carerix application as Aministrator 

  • Go to 'Maintenance' | 'Templates'

  • Choose either "e-mail" or "document"

  • Press the button [Library...]
    This will bring you to a list of templates, which you can use free of charge.

  • To install a template, press [Install] behind the template of your choice

The template will be available after you log on again.

Create the template by yourself

If you want, you can make the templates by yourself:

See this page for tips when creating an e-mail template: Create e-mail template: Tips

NB: We are not able to debug your templates for you.

Keywords : UD-1227

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