Default Templates

Since any custom template can be marked as default, we added a way to differentiate the default built-in version, which is the base template for each data type (work order, proposal, invoice, credit, statement, purchase order), and a custom template set to default by users. This allows the built-in templates to be updated, without interfering with the functionality of the templates that are set to default.

The built-in templates are referred to as Stock and provide the updated generic default version of each template type. You need to click the Sync Stock Templates to get the most updated version.

Custom template types that do not have a stock version (site, system, customer, contract), no longer have the option to be set as default.


Was this article helpful? If not, please let us know below!
Thank you for your feedback!
User Icon

Thank you! We appreciate your feedback.