Add new stationery

Stationery can have different formats and content to suit different situations. You can create different stationery based on the same document types for different customers or needs.

Tip: Click Clone in an existing stationery document that you want to edit and does not exist as a template.

This task explains how to add a new stationery document.

  1. Select Stationery and Forms under Email, SMS, Print & Web on the Configuration and Tools page.
    The Stationery page is displayed.
  2. Click Add...
    The Stationery Templates page is displayed.
  3. Type a name for the new document in the New Stationery Name field.
  4. Click the template name that the new document will be based on from the Stationery Template list.
    A Please confirm window is displayed.
  5. Click Continue to confirm the creation of a new stationery document.
    The Stationery page is displayed.
  6. Click Edit to the right of the new stationery document list entry.
    The new stationery document is unpublished and unavailable for use by Smile operators until it has been configured and published.
    The main stationery configuration page for the new document is displayed.
  7. (Optional) Edit the Description and Document Type fields.
    These fields are initially populated from the details in the template that was selected when the new stationery was created.
    Note: The document type cannot be edited once the document has been published or if the document contains data fields or table references specific to the document type. For more information, see Document types.
  8. Click Setup.
    The page setup configuration window is displayed.
  9. Configure the required page setup elements. Click Save.
    For more information, see Page setup properties.
    The main stationery configuration page for the new document is displayed.
  10. Click Add Page Group.
    A Page Group including Page Layouts and Tables elements are added to the the main stationery configuration page.
  11. To add a page layout, click Add Page.
    The Fields tab is displayed.
  12. Configure the required page layout elements. Click Save.
    For more information, see Page layouts.
    The main stationery configuration page for the new document is displayed.
  13. To add a table, click Add Table.
    The Stationery Table page is displayed.
  14. Configure the required table elements. Click Save.
    For more information, see Tables.
    The main stationery configuration page for the new document is displayed.
  15. When the stationery document has been configured, do one of the following:
    • Click Save to save the stationery configuration.
    • Click Publish to make the stationery document active.
    The Stationery list page is displayed.