How to use Client Templates [Step-by-Step guide]

If you have many client profiles which use the same or very similar carrier account settings, you can set up and associate templates, which you can use when you create new clients, or to update current ones according to the template setup.

As you would typically do under a client profile, you can add and set up billing accounts, as well as predefined boxes. 

There are two ways to handle synchronization:

• Individually, by client
• Massively update all the bound Clients to a Template

NOTE: This feature is in BETA stage. If you'd like to sign up and begin using it in your techShip portal, please reach your Techdinamics representative.

Feel free to follow the step-by-step guide written below or the video guide, as you prefer:

To use Client Templates you will have to go through the following steps and phases:

PHASE 1 - TEMPLATE CREATION

1. Access Clients under the Maintenance menu

2. Click on the Client/Template switch to switch to the Template View

3. Press the Add button

4. Define a Name and Code for the Template

5. Create as many elements under the template as required, and as indicated below:

• Billing accounts: 11 - How to add and set up a Billing Account [Guides List]
• Predefined boxes: How to add standard box types to a Client - [Step-by-step guide]
  
  

NOTE: You might want to set fixed values (such as account numbers) as well as variables (Sender Names, etc). You can write/select the fixed values, and use the variables described here to fill out fields based on the Client specific information: How to insert variable values in Client and Billing Account profile fields [Information]

6. Press Save to apply the changes

PHASE 2 - TEMPLATE ASSIGNMENT

1. Click on the Client/Template switch to switch to the Client View

2. Click on the Client you would like to assign the Template to

3. Select the Template from the Template dropdown (if not visible, refresh the page)

4. Press Save to apply the changes

5. Repeat this step with all the Client profiles you wish to associate with the Template

PHASE 3 - SYNCHRONIZATION

Once you have added your Templates and assigned them to your Clients, you have two different ways to synchronize them:

INDIVIDUAL SYNCHRONIZATION (CLIENT BY CLIENT)

1. Click the Sync with Template button in the Clients view

2. Confirm the action

MASS SYNCHRONIZATION (ALL ASSOCIATED CLIENTS AT ONCE)

1. Click on the Client/Template switch to switch to the Template View

2. Select the Template to mass synchronize

3. Click the Propagate button

4. Confirm the action