Creating the document template<\/h3>\n\n\n\n
These document templates can be accessed via the Communicate\/Models<\/strong> menu.<\/p>\n\n\n The document editor interface allows you to format it like a word processor (fonts, styles, etc.) and also insert information from your database:<\/p>\n\n\n\n These fields will be replaced during execution by their corresponding values stored in the database.<\/p>\n\n\n You will also find a layout assistance feature accessible via the Layout<\/strong> button.<\/p>\n\n\n There are two types of documents: those that repeat per page (1 contact = 1 page) and those that repeat per line (1 contact = 1 line). The choice is made from the \u00ab\u00a0repetition type\u00a0\u00bb field.<\/p>\n\n\n\n Tip: To precisely align your text on the page, place it in a table and adjust the column width (right-click on the table to modify its properties).<\/p>\n\n\n\n In the Contacts\/List<\/strong> menu, select contacts based on your criteria (Search button), then click on the files for which you wish to perform the mailing. <\/i> If your document uses fields from income\/expense entries, you must use the finance section’s journal by selecting the transactions. If it contains activity data, start from the activity list. Otherwise, use the contact list.<\/p>\n\n\n\n You can also use the document by going through the Communicate menu, see mailing<\/a>.<\/p>\n\n\n\n Once the selection is made, choose \u00ab\u00a0Print a template document\u00a0\u00bb or \u00ab\u00a0Send template document\u00a0\u00bb (by email) in the collective action feature at the top of the page, select your document, then click OK.<\/p>\n\n\n If your document uses fields from income\/expense entries, follow the same procedure as above but start from the finance<\/strong> journal.<\/p>\n\n\n\n With payment data, you can create check deposit slips or donation receipts, for example.<\/p>\n\n\n If your document uses fields from activities\/events, follow the same procedure as above but start from the activity list, under the planning\/list<\/strong> menu.<\/p>\n\n\n\n With this data, you can create attendance lists, for example.<\/p>\n\n\n To learn more about Kananas communication features:<\/p>\n\n\n With Kananas CRM, you can combine information from your contact list, activities, or income\/expense data with a document template. The documents produced from this merge can be printed or sent by email. This allows you to automatically label envelopes, print labels, attendance lists, brochures, donation receipts, newsletters, and any other type of documents intended for … Lire la suite<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4887,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","footnotes":""},"class_list":["post-5999","page","type-page","status-publish"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/5999","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/comments?post=5999"}],"version-history":[{"count":3,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/5999\/revisions"}],"predecessor-version":[{"id":6011,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/5999\/revisions\/6011"}],"up":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/4887"}],"wp:attachment":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/media?parent=5999"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/09\/Screenshot-2024-09-02-at-14-07-57-SOA-club-Models-1024x644.png\")
<\/figure>\n<\/div>\n\n\n\n
![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/09\/Screenshot-2024-09-02-at-14-09-21-SOA-club-Documents-Member-card-1024x644.png\" "\\"\\"")
<\/figure>\n<\/div>\n\n\n![\"\"](\"http:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/09\/Screenshot-2024-09-02-at-14-15-18-SOA-club-Documents-Member-card-1024x626.png\")
<\/figure>\n<\/div>\n\n\nRepeating information<\/h3>\n\n\n\n
Editing\/sending the document template<\/h3>\n\n\n\n
Note: There’s a checkbox at the top of the table that allows you to select all files.<\/em><\/p>\n\n\n\n![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/09\/Screenshot-2024-09-02-at-14-10-21-SOA-club-Contact-1024x614.png\" "\\"\\"")
<\/figure>\n<\/div>\n\n\nDocuments based on payment data<\/h3>\n\n\n\n
![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/09\/Screenshot-2024-09-02-at-14-11-24-SOA-club-Accounting-_-income_expense-1024x660.png\" "\\"\\"")
<\/figure>\n<\/div>\n\n\nDocuments based on activity data<\/h3>\n\n\n\n
![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/09\/Screenshot-2024-09-02-at-14-13-28-SOA-club-Activities-_-month-planning-1024x626.png\" "\\"\\"")
<\/figure>\n<\/div>\n\n\n