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Templates Management

1. Entrance to create a template​

2. Rename/Delete a template​

3. Edit a template​

For system printing templates, you just need to re-check the fields that need or don't need to be printed and save them.

For templates in Word format, click [Edit] and upload the newly designed Word file.

4. Available scope of templates​

Sometimes, the printing templates do not need to be displayed in every view, so you can set a available scope.

By default, the template is available when printing records in all views. You can set the views in which the template is available by clicking [Usable for].

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