## Managing Parallels Business Automation - Standard Objects Description Templates

A description template is a piece of text describing one of Parallels Business Automation - Standard objects (a financial document like an order or an invoice, an account, or a subscription) in HTML or text format composed from plain text and placeholders.

Placeholders are special expressions, which, having been inserted in the text, are replaced with the actual values when a template is used for an actual object description.

A description template can be inserted into e-mail notifications in the same way as the other placeholders. In addition, a description template is used for printer-friendly formatting of documents (shown after clicking the Show for Printing button below a document details) and generating an object description in PDF format to be attached to an e-mail notification, so a customer could have a description well formatted for printing. That is why description templates in Parallels Business Automation - Standard are called Print Forms.

The print form benefit and its main difference from an ordinary placeholder is that you can edit it, change formatting, and create as many print forms as you need. Print forms are automatically fetched by the Event Manager for the corresponding e-mail notifications. For example, you have created the print form for an invoice description. Then, when you go to Event Manager, select some event that involves an invoice and try to attach an e-mail notification as an action to this event, you will see that the placeholder for the corresponding print form is shown in the list of placeholders (so you can paste it into a message body) and this print form can be attached to an e-mail notification as a PDF file.

To facilitate creation of new print forms and give you a place to start, the default set of print forms describing the basic financial documents is provided. The default print forms can be edited, but cannot be deleted since they are used by default to generate the printer-friendly formatting of financial documents like orders, invoices, adjustments, etc.

To create a print form or manage the existing ones, go to the Configuration Director - Miscellaneous Settings - Print Forms.

In This Section Creating Print Forms

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