FAQ - What is the Difference between a Template Group, Template Name, and Template Option?


A Job Template will have a designated template group, name, and option.

  • Template Group refers to a general way of categorizing and organizing your Job Templates, making them easier to locate. These can be customized to suit your business needs. 

For more information see, General - Template Groups.

  • Template Name refers to a specific set of similar templates.
  • Template Options refers to the individual templates. 


Example:

  • Template Group = Flyers
    • Template Name = Flyer - 8.5 x 11
  • Template Options =  4/0

4/0 Offset

4/4

4/4 Offset

Black/4

Black/Black

  • Template Name = Flyer - 3.67 x 8.5
  • Template Options =  4/0

4/0 Offset

4/4

4/4 Offset

Black/4

Black/Black


The system will display the Job Template using the 'Template Name - Option Name' (ie. Flyer - 8.5 x 11 - 4/0) when it is added as an item to an order/quote. 


For more information, see Job Templates.