How to Upload Templates into Sumac
Step 1: In the console, go to Utilities/Templates and HTML Editor:
Step 2: Click “New” in the top left to add a new Template:
Step 3: Give the Template a descriptive name (e.g. "Print Receipt", "Email Receipt", "Thank you Email", etc.), then click Upload to choose the file from your machine and upload it to the database;
Click OK to save the Template, and confirm that you would like to upload the selected file to the database:
The Template is now saved in Sumac and ready to be used.
Step 4: Repeat the process for any templates you want to use in Sumac.
You can also use Template Sets in order to group similar kinds of templates together while saving them into Sumac. Find out how to use Template Sets in this article.
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