How to manage templates
Within Company Settings, you have the option to create templates for specific fields of your work orders: Description, Files, Invoicing & Conditions, and Mandate Explanation.
This feature is only available for Admins. To access it, follow the steps below.
Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings.
Step 2: Navigate to the tab "Setup," where you should see the options "Document templates" and "Ticket expiration." Click on "Document templates."
Step 3: By default, "Invoicing & Conditions" will be selected and you will be shown templates available for the language you have selected for your Proprli account. It is possible to manage different items in multiple languages, as you will see below.
Step 4: Currently, it's possible to create templates for four different fields in the work order, they are Description, Files, Invoicing & Conditions, and Mandate Explanation. To access them, use the filter "Item" available on the right-hand side of your screen.
Step 4: Currently, it's possible to create templates for four different fields in the work order, they are Description, Files, Invoicing & Conditions, and Mandate Explanation. To access them, use the filter "Item" available on the right-hand side of your screen.
Step 5: You also have the option to filter your templates by language. To do so, click on "Language" on the right-hand side of your screen, and select the language.
Step 6: This feature allows you to assign the templates to individual buildings, which gives you the option to add personalised information to each item. To filter the templates based on the building they are assigned to, and click on "Building" on the right-hand side.
Related Articles
Manage external users
You can manage external users that are a part of your environment in Proprli. Learn more about this feature below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Company Settings. Step 2: The third ...Manage internal team members
Within company settings, you have the option to manage internal users that are a part of your environment in Proprli. Follow the steps below to learn more about this feature. Step 1: Click the icon with your initials at the bottom left-hand corner of ...Manage your notifications
We understand that receiving too many notifications can become overwhelming. At Proprli, you have full control over your notification preferences, so you can customise what you receive and when. Step 1: Once you are logged in to your Proprli account, ...How to manage ticketing features on Proprli's platform
Proprli's platform provides several tools for effectively managing and communicating about tickets. Here’s a step-by-step guide to using the Details, Chat, Notes, and Activity features. Step 1: Navigate to the Tickets dashboard. This section displays ...Company settings
Efficient access management is essential for maintaining control over your company, team, and roles within the Proprli platform. Follow the steps below to learn how to manage these elements effectively. It is important to note that Company Settings ...