Introduction

Template documents are predominantly used as report templates allowing for the formatted output of the customers raw data.

Note: Report templates are either excel based (xls) or Microsoft Report Builder - SSRS (rdl)

Examples of this may include:

• Handling Confirmation/Cancellation documents
• General Declarations / Pax Manifests Reports.
• Daily Flight Program Reports.
• Receipts / Invoice Reports.
• Key Performance Indicator Reports.
• Trend Analysis Reports.

Alternative use cases for template documents include:

• Confirmation Auto-Add documents which allows for the uploading of documents to be sent along with the handling confirmation. Examples of this may include: AIP/Notams, FBO Terms & Conditions, Site access plans etc.
• Company Logo -  These templates are used to define the on screen company logo, logo's displayed on email header/footer and FBO One's default reports.
• Documents sent to suppliers or clients via the various send transitions such as 'Client Notifications'.

How can I upload an updated version of an existing template?

1. Navigate to the administration Template Documents page.
2. Use the template document search box to locate the template.
3. Select the required template document.
4. Click 'Update'
5. Choose your file to be uploaded followed by 'OK'
   

How can I upload a new template?

1. Navigate to the administration Template Documents page.
2. Use the template document search box to search for the template that doesnt exist yet
   This will provide you with a cleaner view by filtering out other templates.
3. Click 'Add new'.
4. Choose your file to be uploaded, define your template name and description followed by 'OK'