Table of contents

Managing Templates

Last modified 07:52, 24 Apr 2017
Table of contents

Topics in this Section

Topics
  • The Document Templates maintenance window is used to add and maintain templates that are used to create client/contact and employee related documents. It is accessed via Maintenance > Document Management > Templates.
  • The Add Templates window is used to add templates that have been created outside of the system. The window works in the same way as the Add Document window and will allow you to add Word and Excel files to be used as templates.
  • The Create Template window is used to create new Word or Excel templates.
Page statistics
637 view(s) and 2 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
CCH Document Management

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |