Excel format
You would choose this format if you want to print S-8 size. Excel allows to print four (4) sheets per page. Also practical for Excel users, as it is relatively simple to modify the appearance or make personal adjustments.(Excel is required, any versions from 2007 to 2019)
There are 8 templates in S-8 format available. Each format containing slightly different information, each of them have options that be customised to your needs. For example: One of the templates contains a QR code to allow the publishers to also work on line
There are also 6 templates in Letter/A4 format available. Each format containing slightly different information, each of them have options that be customised to your needs
Standard Report
You would choose this format if you need to print in Letter/A4 format, but do not have Excel installed and do not need any special formatting (for example: display a foreign language in red)
There are 5 templates in Letter/A4 format available.. Each format containing slightly different information.
HTML template
You would choose this format if you want to print in Letter/A4 format, include a map and a QR code. This format allows you to select which columns to display and in which order.
You can also define the size of the map and on your own columns and messages. It is called an html format because it is first displayed in a browser and allows you to adjust the zoom of the map for each territory before printing
Website only
This option allows to generate territories without having to print. When a territory is assigned, an email is sent to the publishers containing a link that gives them access to the house-to-house information. There is no login/password required. As the other printing options, you are the given the option to filter certain information, it also disables previous emails by generating a new security code, so that publishers do not continue working with older emails
Note: These formats can be selected and configured under the Printing tab.
- You may select the format from the Territories module or Printing Forms module
- You may set personal preferences from Printing Forms module
- You may change the text from Text module