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1 How do I create document templates?

Click the icon below for our video tutorial called Documents found on our DJ Event Planner YouTube Channel: Documents in DJEP are in HTML format. To create a Document go here: Log in to DJ Event Planner -> Setup -> Documents -> Add Templates You…

2 How do I generate Invoice numbers on my documents?

Invoice numbers on documents can be generated by including a simple merge tag on the document template, then generating a Saved Document within an event. There are two ways to include an invoice number on your documents, either starting at the number 1 or…

3 I have my own Stand-Alone domain. How do I access and import the Form Sharing section?

If you are on your own Stand-Alone/Premium domain, the following applies to you. To find a shared Document created by other DJEP Users please go here: Login to DJ Event Planner Go to Setup -> Documents Click on Document Sharing at the top of the page Click…

4 What are the guidelines for document conversion?

If you already have a document you wish to use within DJ Event Planner, our staff can manually convert them into DJEP format (HTML). Fee: $50 for most one or two page documents. Design Work: We will not design your contract. You must provide a document for…

5 What is the Client Visible Name and how does it differ from the Display Name?

The Display Name is the name you have given your created email or document template and is the name that is visible in drop down menus. The Display Name is only used for you and your staff and is shown as the Admin Display Name. The Client Visible Name is…

6 What is the display name setting used for?

The display name is the title of an email or document template that is shown in the DJ Event Planner interface. It will be visible to Administrator and Salespeople, but not to clients. This approach allows you to better organize your templates within the…

7 Why does my HTML Document look like HTML gibberish when I save it?

When you are using the current WYSIWYG (What You See Is What You Get) editor to edit document templates you must be in the preview mode before you click save. If you are in the HTML code view and then click save, it will save the "HTML Gibberish" and won't…