Take Your Messages to the Next Level
Optimizing a template not only saves time, but also helps you project a clear and professional image. In this article, you'll find two advanced features to enhance your messages: modifying existing templates and adding images from a link.
Key Definitions
Source Code: technical view of the template content, allowing for more precise copying or editing
Template: a model that combines predefined text with elements that can be modified and filled in.
How to Modify an Existing Template
The easiest way to configure templates is to use an existing one and adapt it. This way, you avoid starting from scratch.
Step by Step
Go to VRMS → Configuration → Templates.
Select the template you want to modify and click "Edit."
Make the necessary changes (text, format, or details).
Templates consist of text and fields that are automatically filled in when generating a document.
You can add or change text and also introduce fields from the database.
Save the new version.
Helpful Tip
Modifications must be repeated in each language of the template.
How to Revert Modifications in a Template?
Remove Specific Changes: directly delete tables, blocks, or added elements.
Restore the Original Template: if it's predefined, delete it and the system will restore it to its initial format. This action affects all languages.
Use Formatting Tools: options like "Clear Formatting" or standard editing functions.
Edit from the Source Code: for users with advanced experience, allows for more precise adjustments.
Copy the Content of a Template
Sometimes you need to reuse the design of a template in another without losing tables, measurements, or formulas. Copying the entire content from the source code ensures the format remains intact.
Step by Step
Open the template in edit mode.
Click on "Source Code."
Copy all the content (Ctrl+A or right-click → "Select All").
Open the destination template and enter "Source Code."
Delete the existing content and paste the copied content.
Save the changes.
Best Practices
Always keep an original copy before overwriting.
Use this method to replicate complete structures, not for small changes.
Verify that formulas and tables have been copied correctly.
Common Mistakes
Not deleting previous content before pasting.
Not being in edit mode when trying to access "Source Code."
Copying content from the source code allows you to save time, maintain design consistency, and avoid misalignments or errors when replicating templates.
How to Insert an Image from a Link
Step by Step
Make the image accessible on the Internet (web server or external service).
Copy the URL and paste it into the "Image URL" field.
Save the template.
Verify the display.
Helpful Tip
Use images hosted on secure servers (HTTPS).
Ensure the URL is stable and accessible.
Avoid very large images.
Attention to Detail
Check the resolution on mobile devices.
Do not use temporary links that may expire.
Modifying, copying, and enriching templates with images are advanced features that enhance the presentation of your messages and ensure more professional communication.
Applying them allows you to save time, maintain consistency, and convey a clear image with every send.
Frequently Asked Questions
What happens if I paste new content into a template that already has elements?
What happens if I paste new content into a template that already has elements?
The previous elements will be overwritten, so it's recommended to delete them before pasting.
Can I use the "Copy a Template" option to duplicate only part of it?
Can I use the "Copy a Template" option to duplicate only part of it?
No. This function is intended to copy the entire content of the template, not individual sections.
Are changes saved automatically when inserting an image into a template?
Are changes saved automatically when inserting an image into a template?
No. You need to manually save the template for the changes to be preserved.
What happens if the URL of an image inserted in a template becomes unavailable?
What happens if the URL of an image inserted in a template becomes unavailable?
The image will not be displayed in messages generated with that template.
Do images added to a template affect messages I've already sent?
Do images added to a template affect messages I've already sent?
No. Changes only apply to messages sent after saving the updated template.
Can I insert more than one image in the same template?
Can I insert more than one image in the same template?
Yes, you can usually add multiple images, as long as the system configuration allows it.