Templates Document-tab

View of all installed templates | Functionalities

Updated over a week ago

The Document templates module offers the following possibilities:

  • Create new templates

  • Manage templates

There are templates for Documents, Reports and Lists.
Used templates are active, unused templates that are put on inactive.
Install a template from the Template Library

The numbers in the image correspond with the following options:

  1. New; create a new template

  2. Library; a new screen opens with a list of all the templates

  3. Search on name of the template; type the (part of the) name of the template

  4. Search on URL; type the URL of the template

  5. Search on visible (yes/no)

  6. Search on Multi record (yes/no)

  7. Search on Print (yes/no)

  8. Search on System (yes/no)

  9. Search on entity; select from drop-down menu

  10. Search on code

  11. Search on number

  12. View and edit a template by clicking on it

Keywords: UD-567

Did this answer your question?