Templates

Use this section to create and manage your templates. Below is more information about each tab.  There are two tabs on the Templates page. Templates This tab is where you create and edit forms that can be used more than once....

Add a new template Begin a new template by clicking + Add Template . Then, fill out the pop-up shown below and click Save to continue. Name : Enter a title for the template here. Description : Enter information about the te...

In the template design mode, you can select multiple sections at a time and move them around. Open a template copy to edit. (Templates & Forms > Templates) Hold the Ctrl key down on the keyboard. Without releasing the Ctrl key, RIGHT...

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 templa...

Customizing a table is more intuitive, informative, and restrictive, with the goal of visually aligning the designer’s version of the table with the PDF version. You will see these changes: The last table column in the PDF file used to span t...