Uptick Templates

Article author
Aleks Petrovic
  • Updated

Uptick provides all customers with a built-in suite of document templates for the following:

  • Defect and Service Quotes
  • Invoices
  • Reports
  • Purchase orders

Use this guide to learn more about getting the most out of your document templates.

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Using an existing template from the library

  1. Control Panel > Document Templates > Browse Document Templates.
  2. You will be presented with a template gallery where you where you can filter by the following:
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    Uptick library templates are free default templates you can utilise straight away! To use one of these templates, click on one of them to see an on-screen preview. If you're happy with this template click Use this template to load it. You'll then be taken back to the document templates page in the control panel and the following notification will display in the upper right corner informing you this template can now be used.

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    These are the templates that are currently enabled on your system.

    Selecting to make changes to the standard template offerings will incur a fee

    Click Pay for changes under the preview to start the template change request process. To learn more, expand the section below on making a template change request.

     

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FAQ - Read before requesting changes (click to expand)

How long will my request take?

  • After your quote is approved, it should take 30 days maximum for your request to be completed. 

Can I get my request completed sooner?

  • We can’t offer this at the moment but we will try to action your request as soon as we can. You might find that this is well in advance of the 30 day turnaround time but please be mindful that this may extend to the full 30 days for future requests.  

I can see my new template in my server but I haven’t heard back from the team yet - what’s happened?

  • This is our team working on your request. Please make sure you wait until you receive a prompt from us to review. 

I forgot something in my request, can I add it later? 

  • Once your quote has been approved you cannot add to your request and we will require you to submit an additional request for any further/future changes.

Why does it cost so much?

  • Some template changes may seem really simple but can be quite complex and require an in-depth knowledge of how to make the necessary changes in the coding languages we use.
  • We have a specialised team who are trained in coding templates who ensure that they have used the best framework for your templates so that they render well visually and don’t take a long time to generate. 
  • If you would prefer to find your own template developer to help you update your templates please ensure they know Django, CSS and HTML languages.

Making a template change request (click to expand)

Uptick provides all customers with the ability to make changes to their templates to match their company branding, or change the way information is provided.

Please note before continuing with this process:

  • Making template changes is a paid professional service provided by Uptick. 
  • All iterations are to be submitted as a new template request.
  • We will confirm the final price with you before the work commences.
  • Quotes have a 7 day expiry. If the quote is not accepted within that time a new request will need to be submitted. 

 

  1. After clicking Pay for changes, on the next page you will be presented with a form, with the following fields:
    Type Refers to the type of document you selected in the previous step i.e a report, quote, invoice, purchase order
    Which template do you want to change? Refers to the specific document template you selected in the previous step i.e a doors report, esm audit report.
    You'll need to select a document from your system to use for marking up your changes. This could be a quote reference to a report id for example. You must make sure that the document you pick, shows all the information you wish to move/edit/change.
    Further down is a series of checkboxes where you can select the types of changes you want to make and the associated charges that apply for each change. 
    Note: If more complex changes are required, you will need to book a consultation with the Uptick team (charges apply)
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    Each option has information requirements that must be met - use the table below to understand the nature of the information you need to provide to submit a successful change request:

    Header/footer changes

    Add/remove information

    (This change can apply to a single template or all)

    • Business info, custom text.
    • Headers and footers can be used across multiple templates.
    • Specify if you want this change to be for a single template or to apply to all templates in the system.

    Add/remove branch specific details/logo

    (This change can apply to a single template or all)

    • Specify if you want this change to be for a single template or to apply to all templates in the system.
    • Provide an image (high quality png/jpeg) file of the logo and attach it with the annotation tool during the change request process.
    Change styling - colour, sizing, positioning
    • Provide hex codes for colours
    • Make sure to show on the mock-up how big you want something to be, or give us the pixel size, making sure to upload as the size you need it.
    • When a template has an image/icon/logo customer needs to provide us with the image file. It should be high quality, and png/jpeg.
    • Attach the logo to the doc via the paperclip annotation tool in Insert tab.
    Add your client's logo to this template (white labelling)

    Body changes (excludes tables, headers and footers)

    Overall styling change - colour, sizing
    • Provide hex codes for colours.
    • Describe section sizes in pixels.
    • Use the annotation tool on the next step to clearly define the exact sizing required.
    Add/remove client, property, task details
    • Clearly describe which specific details from the client/property/task you want displayed on the template.
    Add/remove custom fields

    You may need to read up on custom fields before making any change request that involves them.

    • Provide the custom field key (without this the template team cannot add the custom field to your template)
    • The custom field specified must already be in use and there is information already entered into this field, otherwise the template will not be able to display anything from the custom field.
    • Inform where the custom field information will be displayed when using the annotation tool in the next step
      (please be as precise and detailed as possible when providing this information, i.e. above/below/beside a certain area etc.)
    • Please specify and comment on which sections are to be removed with the annotation tool on the next step.

    Add/remove custom fields

    You may need to read up on custom fields before making any change request that involves them.

    • Provide the custom field key (without this the template team cannot add the custom field to your template).
    • The custom field specified must already be in use and there is information already entered into this field, otherwise the template will not be able to display anything from the custom field.
    • Inform where the custom field information will be displayed when using the annotation tool in the next step
      (please be as precise and detailed as possible when providing this information, i.e. above/below/beside a certain area etc.)
    Add/remove columns
    • Specify the columns that need to be added or removed and their position.
    Change how the items are ordered
    • Ordering in Uptick refers to the data type that the table will be sorted by (i.e. ref, routine, etc.).
    Change the arrangement of the table
    • Specify if the columns need to be changed.
    • Specify how you want the table to be grouped (i.e. by asset, then by remark).
    • Specify if you want to totals to be displayed if applicable.
  2. Make your selections then click Create Change Request to continue.
  3. On the next page you’ll be shown a change request summary displaying the choices you made and the charges that apply for each change. This page also has an annotation tool where you can markup the document and comment on the changes required (please ensure the comments include the information required as defined in the tables above).
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  4. To insert attachments, click the Insert tab on the annotation tool and provide further details and comments against the resulting paper clip icon.
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  5. Once you’ve provided all markups and attachments, to submit the request you need to check the box the reads "I confirm we have supplied a marked up PDF detailing each of the requested changes" and then click Submit.mceclip5.png

Checking comments and feedback on your change request

You can track the conversation between you and Uptick on the progress of your change request by going to Document Templates > View the submitted request under Change Requests. From there, click on the Comments icon to see the discussion. A speech bubble icon with a number next to it indicates that there is a response to your annotation comment.

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