Obituary Template

This section of Arranging Director allows you to create your own obituary templates to speed up the obituary creation. The templates provide starting points for an obituary that can be modified and saved for each individual.

Navigate to Arranging Director > Data Setup > Obituary Templates.

Click the ‘Add Template’ button. Enter a template name.

To create the obituary text body, simply enter the text you would like to appear. Wherever client information needs to appear in the body, just click on the name of the field from the lists on the left and it will automatically be placed at the current cursor position. The field name will appear with double percentage characters around the name.

!Do not remove the percentage marks since these are the characters used to determine where client information should be substituted when the client’s obituary text is auto-generated.

Click ‘Add Template’ when done. Once done, there will be options to delete or edit.

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