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This is a Astalty Premium feature.
Within the Astalty Premium subscription level; you can add custom templated to your Astalty account. What this means is that you can make use of Astalty Placeholders (more on this later) to assist in the ease of generating your Organisations documents! Once you upload your documents to Astalty you can let Astalty to the data entry and free up some of your time to be more available to your Participants.
To create a Custom Template within Astalty navigate to the Template Settings. Once in this screen you will see a 'Create a Template' button in the top right. To create a new template click this button.
Once in this 'Create a Template' screen you will be prompted to add a Name for the Template, a Description for the Template, assign a Usage Type to the Template and also choose between an Astalty Template or a Word Template.
Choosing a usare type depends on the usage of the template. The usage type defines what Placeholders you can use when editing the contents of the template.
The Participant Template allows you to use the following placeholder groups;
Business
Participant
Primary Coordinator
The Service Agreement Template allows you to use the following placeholder groups;
Business
Participant
Primary Coordinator
Service Agreement
Within the 'Create a Template' screen you will have the choice between two Formatting Types. The Astalty Template and the Word Template. The Astalty Template unlocks the use of Astalty Placeholders and the ability to edit a generated template up until generation. Using the Word template allows you to download the word document uploaded to this template selection. You will have to finalise this document through Microsoft Word, finalisation includes, adding participant placeholders within the word document similar to what the placeholder would do for you.
Our recommendation would be to choose the Astalty Template format option.
If you select the Word Template option you will be prompted to upload the associated Word document here.
Once you are happy with your selections and click 'Create' you will be brought to this screen below. If you chose Astalty Template you will be prompted to 'Update Template Content'. Click this button and you will be brought to the template editor screen.
If you selected the Word Template option this is the content screen after you click 'Create' within this screen you can download the uploaded word document.
After selecting 'Update Template Content' you will see the screen below. What usage type you selected upon creating the Template will determine what headings you will see in this screen.
Astalty Placeholders and fields that you can enter into your Astalty Template that when generated grab information from within your Astalty Account. Some examples of placeholders include NDIS Number, Participant Name, Primary Coordinator Name, and Schedule of Supports.
For a full list of Astalty Placeholders click this link here
If you selected the participant template this is what you would see.
If you selected the participant template this is what you would see.
Once you have added your information from any existing organisational documentation or if you created the information from scratch and added it into Astalty, the template screen would look like this below.
To generate a custom template, simply navigate to a participants profile and select templates from the menu options. Once in this menu you will see the Custom Templates uploaded to your Astalty account. To generate a template for this participant follow our user guide that you can find here!