Templates are standard documents that you use in your business. They are very similar to the templates used in word processors like Microsoft Word. You could, for example, have a standard correspondence template that contains your business's postal address and the customer's details. 

CQWorx's templates are always defined as RTF (Rich Text Format) documents. RTF is a common format and for example Microsoft Word or even Window's built-in Write application are both capable of saving documents in RTF format. Templates depend on tags. Tags are placeholders for data fields, for example the customer's name, his postal address and telephone numbers. CQWorx will automatically populate tags by substituting the contents of the database field for the tag. For example, if the tag is <_customer_first_>, and your customer's name is John, CQWorx will generate a document with "John" in place of the <_customer_first__> tag.

As you can see from the above, tags are enclosed by these characters: <_ and _>, for example <_customer_first_> and <_customer_initials_>. You create a template simply by creating a new RTF document in your favourite word processor, and placing tags where you want various fields automatically populated. For an example of a template, please click here. 

Entity tags can refer to the customer, in which case they are prefixed by <_customer_, your business unit, <_busunit_ and yourself or the system user, prefixed by <_user_

If your tags are not being populated, it may be that your word processor has inserted formatting characters between the characters you typed. In this case, please re-type the tags in your template document manually, and only change the formatting, e.g. the font, for the whole tag and not for sections of the tag. 

The table below contains a list of the tags supported by CQWorx.

Tag	Description
<_busunit_code_>	Your business unit code
<_busunit_email1_>	email address 1
<_busunit_email2_>	email address 2
<_busunit_fax1_>	Business unit facsimile number 1
<_busunit_fax2_>	Business unit facsimile number 2
<_busunit_legalref_>	Business unit legal reference
<_busunit_fullname_>	Business unit full name
<_busunit_name_>	Business unit name
<_busunit_subname_>	Business unit sub-name
<_busunit_physaddr1_>	Business unit physical address 1
<_busunit_physaddr2_>	Business unit physical address 2
<_busunit_physaddr3_>	Business unit physical address 3
<_busunit_physaddr4_>	Business unit physical address 4
<_busunit_postal1_>	Business unit postal address 1
<_busunit_postal2_>	Business unit postal address 2
<_busunit_postal3_>	Business unit postal address 3
<_busunit_postal4_>	Business unit postal address 4
<_busunit_postalcode_>	Business unit postal code
<_busunit_taxref_>	Business unit tax reference
<_busunit_tel1_>	Business unit telephone 1
<_busunit_tel2_>	Business unit telephone 2
<_busunit_tel3_>	Business unit telephone 3
<_customer_code_>	Customer code
<_customer_email1_>	Customer email 1
<_customer_email2_>	Customer email 2
<_customer_fax1_>	Customer facsimile 1
<_customer_fax2_>	Customer facsimile 2
<_customer_first_>	Customer first name
<_customer_fullname_>	Customer full names
<_customer_initials_>	Customer initials
<_customer_lastname_>	Customer last name
<_customer_legalref_>	Customer legal reference number
<_customer_physaddr1_>	Customer physical address 1
<_customer_physaddr2_>	Customer physical address 2
<_customer_physaddr3_>	Customer physical address 3
<_customer_physaddr4_>	Customer physical address 4
<_customer_postal1_>	Customer postal address 1
<_customer_postal2_>	Customer postal address 2
<_customer_postal3_>	Customer postal address 3
<_customer_postal4_>	Customer postal address 4
<_customer_postalcode_>	Customer postal code
<_customer_taxref_>	Customer tax reference number
<_customer_tel1_>	Customer telephone 1
<_customer_tel2_>	Customer telephone 2
<_customer_tel3_>	Customer telephone 3
<_customer_title_>	Customer title
<_system_date_>	System date
<_system_time_>	System time
<_user_email_>	Your email address
<_user_first_>	Your first name
<_user_fullname_>	Your full names
<_user_initials_>	Your initials
<_user_lastname_>	Your last name
<_user_officetel_>	Your office telephone
<_user_title_>	Your title
<_user_cell_>	Your cellular phone number
<_user_fax_>	Your facsimile number