Log on the the Office Portal

Go to app.magic5software.com to login to the office portal.

Create and open your new template

Click on Maintain Templates in the Setup/Maintenance menu and right-click on the template that most closely resembles what you need.  Select Duplicate from the context menu. Or tick the box by the name Delivery and click the Duplicate button.  Click on Copy of [template name] to open it.

Customise existing items

Click on an item to open an editing window (see inset).  Templates are at the heart of magic5 and have some very powerful functionality, but your template is likely to contain commonly used items:

• Output field (eg Customer, Location Address) displays information about the form being filled in - this may have been selected by the device user, entered as job details in the office or recorded automatically by magic5.
• Drop-down list (eg PoD Service type) opens a list for the device user to select from. The list needs to have been already created (see Adding a List for quick start help and Create list for more detailed information).
• Number and Text are straightforward entry fields - the former offers only the numeric keypad while the latter shows the full alphabetic. Numbers can be defined as whole or decimal.
• Job data (eg Special Instructions) shows information entered by the office when the job (if used) is set up.
• Fixed text is exactly that - enter the text that you wish to have displayed.
• Signature opens an area on the device where a signature can be captured.
• A photo item makes use of the phone's camera, or can include a photo already stored on file.

Add or remove items

Duplicate, Copy, Paste and Cut by right-clicking on an item and selecting from the context menu. If you click Add Item you will see a full list of magic5 template items, but most tasks can be achieved by duplicating or copying existing items.  The same operations are available with documents, pages and sections.

Duplicated items (and sections, pages, etc) appear at the bottom - to re-order items (etc), click on Rearrange Items (or Sections, etc) and drag them to the required position.

Rename the template

Click on the template name to open the editing window.

Change the name to something useful on the device and change the description to help to identify it in the Template List.

If you wish your device users to manually send back forms once they've finished, un-tick the box that sends them automatically.

Assign templates to customers

If assigning to all customers, tick the box next to the name and click the Add to all customers button.

Otherwise, select Customers in the Setup/Maintenance menu and click on the customer to whom the template is to be assigned. Click Add template to open the editing window and select the required template from the drop-down box.

Customise magic5 for Job Allocation

Make changes to job definitions- see the magic5 Next Steps guides.