How to add a new document template

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    1. On the main toolbar, click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../100_How+to+add+a+new+document+template/Supplier_button_on_main_toolbar_SMALL.gif.
      The Find Suppliers page is displayed.

    2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

    3. Click OK or press the [Enter] key.
      The results that match your search criteria are listed in the window.

    4. Double–click the record you want to open.
      The Supplier page for the selected record is displayed.

    5. Click the Documents tab to display it.  The Document icons are displayed in the top left area of the window.


    6. Click the second icon, Add a new template File:dirname/pm/030_Suppliers/140_How+To.../100_How+to+add+a+new+document+template/add_new_temp.gif. An MS Word template opens in a new window.  In addition to the standard MS Word features, the template contains an additional drop down list:

      Insert Merge Field

    7. Select the fields you would like to use in the document template and then save the template in the location defined in the templates path set up in the Back Office>Maintenance>System>Document Creation Settings.

    Related Topics

    About Suppliers

    How to search for and open a supplier record

    The Supplier page

    How to view supplier details

    The Documents tab

    How to add a new document from a template

    How to add a link to an existing directory

    How to add a link to an existing document

    How to remove document links

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