Create Vendor Templates

Sync Plus allows you to create custom vendor templates that display details about your organization on the launch page of a DepoView Volume. When a user creates a vendor template, that template becomes available for all users on the subscription, including non-admins. Users can then publish a DVT with a vendor template created by another user.

To create a new vendor template:

Note: Only administrators have access to the Vendor Template work area.

Open Sync Plus. The QC Workstation start page displays.
Click the Vendor Templates button at the top of the start page.
The Vendor Templates work area opens. Click the Add Template button in the ribbon bar at the top of the work area.
The Add Vendor Template dialog box displays. Fill out the information in the dialog as needed.
- Template Name: The name associated with the new template.
- Color Theme: Select the colors you would like displayed on the template, including the main, accent, and text colors. The preview box updates to display the colors you select.
- Vendor Phone Number: Your organization's phone number, to display at the bottom center of the template.
- Vendor Website: Your organization's website, to display in the bottom-right corner of the template.
- Vendor Email: An email address associated with your organization, to display in the bottom-left corner of the template.
In the Include section, select the deposition details you would like displayed on the template. Click the check box beside the parameter to include it in the template. Options include:
- Case Name
- First name of deponent
- Middle name of deponent
- Last name of deponent
- Date
When finished, click the Save button. There are two save options for your convenience:
- Save - Saves the new vendor template, does not close the dialog, and clears the fields so you can add another vendor template right away.
- Save & Close - Saves the new vendor template and closes the dialog.