Print Using RTF Templates

First highlight the booking on the booking grid, then access the 'Print' option from the right click menu 

OR from the top menu bar

Click on the name of the template you would like to use and wait for the merge to complete

Once the document has been merged you will see a 'Document has downloaded' message.

Check your downloads folder for the merged document and alter as needed.

To attach the document produced to the booking for later reference, click NEXT and follow the onscreen instructions (screenshots below).

To attach later, click CLOSE.  You can attach any document to the booking at any time from the 'View Attachments' window

First highlight the booking on the booking grid, then access the 'Print' option from the right click menu 

OR from the top menu bar

Click on the name of the template you would like to use and wait for the merge to complete

Once the document has been merged and an invoice number assigned, you will see a 'Document has downloaded' message.

Check your downloads folder for the merged document and alter formatting as needed.

To attach the document to the booking for later reference, click NEXT and follow the onscreen instructions (screenshots below).

To attach later, click CLOSE.  You can attach any document to the booking at any time from the 'View Attachments' window

Once the documents have been uploaded click the green checkmark  
to exit.

To view documents attached to a booking OR to attach new documents, first highlight the booking on the booking grid

Then right click on the booking to access the view menu 

Or access from the top menu

Click the arrow to the left of the yellow folder you would like to expand

From here you can:

	Download an attached document
	Remove link to attachment (the file will not be deleted)
	Email an attached document
	Attach any document

Operational Parameter 84 sets your company preference for document merge using either Fast Reports exclusively or a combination of Rich Text Format (RTF) quote and invoice templates along with Fast Report templates for all other options.

If you make changes here, remember to reload software settings to operate under the new settings.

Include the RentalPointInsertFieldsModule.dll file in your Word Startup folder in order to access all insert fields available from RentalPoint while setting up your template.  Contact support@rentp.com to request your copy of the file.  Click here for a list of  <insert fields available>.

Once installed you'll see the RentalPoint insert fields under your Word 'add-ins' tab.

To Install the RentalPointInsertFieldsModule.dll file

Find the location of your Word Startup Folder

1. Open Word, then press Alt+F11 to open the macro editor, VBE.
2. In the VBE window, press Ctrl+G to go to the Immediate window.
3. In the Immediate window, type: ?Application.StartupPath
4. Press Enter.

The path to the STARTUP folder is now shown below the line you typed as illustrated in Figure 1 below. You can copy the path and paste it into the address field in Windows Explorer and press Enter to go directly to the STARTUP folder.

Copy c:\RentalPointv11\sys\RentalPointInsertFieldModule.wll to the startup folder

Close Word and reopen, if the Add-Ins tab doesn't show up or if the RentalPoint Add-Ins are not there, follow the steps below.

Type 'Templates and Add-Ins' into the search bar

Click ADD to find and add the RentalPoint Add-Ins

You should now see the RentalPoint Add-Ins tab

RTF Insert fields are used to merge data from your RentalPoint Database with your MS Word template.  Fields are available via the RentalPointInsertFieldModules.dll file or see our list of RTF Insert fields.

Colour Insert Fields

To use any of the colour insert fields:

1. Insert one or more of the colour insert fields into your template above the equipment list.
2. Then highlight the text between the &'s and change the colour
3. The comments will appear in the colour of the insert field

Output Document with colour

Open Microsoft Word and design your template as desired OR copy an existing template (see load document below for where to find existing templates)

For any area where you would like information from the booking to print, use the corresponding insert field from the RenalPoint Add-ins Tab, colour insert fields and regular insert fields

Save your document as an RTF type

Load your document for use in the software

Edit the settings to set whether the template should be available from the Print->Quote or Print->Invoice option

Insert Fields Display in Merged Document

For any insert fields that do not merge (i.e. the insert field is showing in the merged document)

• Sometimes Word stores junk characters around insert fields in RTF documents preventing the field from merging properly.  To resolve, copy the insert field into a notepad, then copy it back to your template.  

Equipment List is not Aligned Properly

See equipment list outlined below

If the equipment list prints in a dis-proportional font:

• Use a Fixed Width/Monospaced Font for the equipment list in your template like Consolas  
• If you're already using a Fixed Width/Monospaced font then please send a copy of your font file to support@rentp.com so that we may load it and make it available for your template.
• Sometimes MS Word stores junk characters between the fields on the equipment list.  For this reason all editing of the equipment list should be performed in Notepad.
  • Cut the equipment list line out of the template into a notepad
  • Then add any spacing needed where the equipment list should appear in the template
  • change the font for the spaces to Consolas or another fixed size font (avoid using Courier new)
• Move the equipment list outside of a table.
• If the template still doesn't work:
• Edit the template using notepad++
• Find the equipment list and look just before it for /fnn  where nn is the number for the font.  
• Delete the /fnn and all the ones that appear before it.  

Remove any & characters used as normal text in your template

• Since the software uses '&' as part of the code to merge database information to your template, please refrain from using '&' as normal text. Delete any & from the template that is NOT part of an insert field

If the template still doesn’t work - email the template to support@rentp.com for review