Templates

How do I add Placeholder information to my Templates?
To add Placeholder information to your Templates, press Ctrl + Space to view Placeholder options then choose the ones you wish to add to your templates. You...
Mon, 25 Apr, 2022 at 11:13 AM
How do I edit Templates?
To edit/delete templates in your Management Portal, Settings>CRM Settings>Templates and select the template from the drop down box that you would like...
Mon, 25 Apr, 2022 at 11:12 AM
What are Templates?
A template is a file that serves as a starting point for a new document. When you open a template, it is pre-formatted so you can simply add new data.
Mon, 25 Apr, 2022 at 11:09 AM