Documents

Document related help articles

Complete list of tokens

Useful when creating Notices, Documents, Templates and Funerals This list may not be complete - Some of the tokens mentioned here are no longer relevant. Deceased Token Name Description  1 {{deceasedTitle}} Mr. or Mrs. etc. as appropriate or writt...

Default Print Order

Useful to understand and influence the print order for Merchandise, Services, Arrangements and Disbursements in all documents that read all or part of the Funeral Account, e.g. Quotations and Invoices This is the Print Order that Obit follows for ...

Document Templates Overview

There are 11 Different document types for which you may want to create a template. In all cases, Obit will offer at least one default template which you can copy and tailor to your own requiremen If you wish to create a Document Template, we recom...

Printing Disbursement Envelopes

In preparing on the day of the funeral, it may be helpful to be able to review and check the disbursements associated with any funeral Note that you can do this in advance by adjusting the date range.  By default, Obit assumes that  the guiding da...

Using Tables to create Headers

Used when creating Banner Headers or mixing Images and Text Tables can be manipulated by hovering over the borders and clicking and dragging that border to where you would like it. You can also add and remove rows or columns to the table once it’s...

Default Invoice documents

This article explains the content and structure of the default documents. It should help you to decide on which to use either directly or in creating your own custom document template. Summary Invoice The coffin and any related merchandise are lis...

Data Tables explained (Blaze Templates)

When you are creating a document template in Obit, the first two icons in the top menu are most important; the first allows you to 'insert token' and the second - the lightbulb icon - allows you to 'Insert Data Table' The tables give the user a se...

Error Message when saving template

If you copy/paste text from another document, especially where a different editor was used you may encounter an error like this If, when you check that the braces around any tokens or tables used are correct, then the problem may be the formatting...

Multi-Invoice for Sundries

If you provide frequent services to other Funeral Directors or Commercial Clients, such as Pickups for a county Coroner or Embalming Services to other funeral directors, you may want to group invoices together on a weekly or monthly basis. Follow ...

Print Docs to PDF

Sometimes a client or interested party requests a document in electronic format (eg PDF). The process for this will depend on the Browser that you are using (this article shows an example using Chrome). When you click the print button in the Obit ...

Multiple clients - split invoice

Splitting Invoices for a funeral

Funeral related tokens

{{funeralPlace}} and {{funeralDate}} are linked to {{funeralType}}