Deeds

Create professional deed certificates using customizable templates that automatically pull information from your cemetery records.

Getting Started

From the dashboard, choose the Settings icon. At the top of the Settings page, select Purchasers Manager.

Once the list of purchasers is displayed, look for the menu option labeled Deed Template and click it.

Access Required: You must have Master permissions to access and configure deed templates.

Building Your Deed Template

The deed template builder will appear. At first, it may be empty. You can either build your deed from scratch, or click the button to load the Deed Template Starter, which adds many of the most commonly used keywords for you.

If you load the starter template, it will look something like this:

If you prefer to build your own template, you will find three editable areas directly on the deed preview:

Adding Keywords to the Template

When your cursor is placed inside the header, body, or footer section, you can click a keyword button from the right pane. The selected keyword will automatically be inserted at the current cursor location.

Keywords are placeholders. When the deed is generated, The Crypt Keeper replaces those placeholders with the correct information from your cemetery records.

You can repeat this process as many times as needed until your template includes all of the wording and placeholders you want.

Saving and Previewing Your Deed

When you are finished adding text and keywords to your deed template, click the Save button.

If there are any problems with the template, they will be listed at the top of the page. The template will not save until those issues are corrected.

You can also click Print Preview to see how the deed will look when printed.

Note: The font in the editor may look different from the printed deed. The editor uses a more readable font on purpose. You can choose the printed body font size using the dropdown box above the Save button.

You may need to adjust your wording, spacing, or font size to get the deed to print exactly the way you want.

Creating a Deed for a Purchaser

When you are ready to use your deed template, return to the Purchasers Manager and open a purchaser record. The purchaser must have at least one cemetery record associated with it.

You can either add a new purchaser or edit an existing purchaser.

In the cemetery records section, scroll to the right until you find the DEED button.

Click the button, and your completed deed will be generated using the template you created.

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