Text Modules

With text templates you can create predefined texts and save them with description and keywords (optionally also per project). This template can then be inserted into text fields (e.g. in the free text field of a document).

Text modules can be inserted at any point using the pen icon. The editing icon is located at the top right of the printer icon in the software interface.

Create new text modules

You create a new text module by :

1. Click on the pen icon in the upper right corner

2. Fill in fields (name, text, keywords, project)

3. Click Save

The text module then appears in the list. This is searchable via the search field.

Using text modules

1. Click in the field where the text module is to be inserted (e.g. in the Free text field in an order)

2. Click on the pen icon in the upper right corner

Select the desired text module with the arrow to the right.

Text module example

The text module can be inserted into an email, for example.