1 Login to your BizPayO Account (https://portal.bizpayo.com)
2 Click "Engagements"
3 Click "Manage Templates"
Editing an Engagement Template
You can see all your engagements templates here. Click Edit to Modify an existing engagement
Once you're done. Click "Save"
Click "Back to Templates List"
Delete an Engagement Template
Go to your Templates list and simply click "Delete"
You will receive a confirmation - Just click OK to delete the Engagement
Uploading an Engagement Template from an Existing File
You can also upload an exisiting engagement that you have (e.g. Word file). To do that, just click on Upload Word Doc
Click Choose file and locate the engagement in your computer
Click upload to upload the engagement or Cancel to cancel uploading one.
Create a New Engagement Template
Click "Create New"
Enter the Template Name
Compose the body of your Engagement Template
You can also copy contents on a PDF or Word file
Once you're pasting in the Engagement Body template you can either choose:
Remove Formatting - This pastes the contents without formatting carried over by the Word/PDF doc.
Keep Formatting - This inherits the formatting coming from the original Doc or PDF
We recommend using "Remove Formatting" to help you make sure that the spacing of the engagement body is consistent.
You can now use the templates and send them to your clients.