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, Mandate Explanation, and Work Requester.
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," and 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, Mandate Explanation, and Work Requester. 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, Mandate Explanation, and Work Requester. 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.