Document templates
How to edit a template
If you need to edit an existing template, follow the steps below to make the necessary changes. 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 "Document templates" ...
How to create a new template
Learn how to create a new template following 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: After navigating to the "Document templates" page, click on "Add template" ...
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 ...