Locating the Web Forms Section:
On the left side of the Rentopian interface, look for the Web Forms section.
Understanding the Web Forms Sections:
Under Web Forms, there are three options:
Forms: Where previously created Web Forms are stored.
Templates: The section dedicated to creating and managing templates for your Web Forms.
Submissions: Where you can view submitted Web Forms.
Creating a Template:
Click on "Templates".
Choose "Add a template".
Name your template. This could be something like "header template" or "branding template".
In the editor, you can add textual information or branding assets.
For adding an image, insert the image link and save. The image will appear in the editor.
Position the image as desired (e.g., center it).
Type in any desired text, such as a slogan or descriptor. For instance, "Rentopian is an all-in-one rental software".
Format the text to your preference using options like bold, align, or making it a heading.
Save the template.
Attaching a Template to Web Form:
Navigate to "Forms".
Either edit an existing Web Form or create a new one.
Within the Web Form editor, you'll have options to select a "header template" or a "footer template".
Choose the template you created from the drop-down list. For our example, you'd select "header branding template".
This means the chosen template will appear above (or below, for footer templates) the Web Form content.
Save your Web Form.
Testing the Template with a Web Form:
For testing, navigate to the "quotes" section.
Open an existing quote.
Opt to "send a Web Form" to a client.
Choose the Web Form you edited or created earlier.
After sending, wait for the Web Form to appear in your inbox or the recipient's inbox.
When opened, the Web Form should showcase the template at the beginning, followed by the actual Web Form content.
Wrap Up:
Templates are beneficial for adding consistent branding or messaging to multiple Web Forms. You can have templates at the beginning (header) or end (footer) of a Web Forms.
If you have any further questions or need clarification on the above steps, feel free to reach out.