This article explains how to set-up a FrontPage Template that can be used whenever a Quote is sent to your clients. The Tag fields used will be automatically populated with the system fields.
The Address bar shortcut is: /?documents
Click COMMUNICATION and Document Manager. The Document Templates List View displays all the uploaded templates. Click Add New to create a new template.
Add the Title and Description of the template.
On the right side of the screen scroll down to the Quote Tags. Populate your Front Page Template with Tag fields.
Click the Upload File button and SELECT FILE to upload the document. The upload file must be in RTF, DOCX or ODT format.
Click SAVE to commit changes to the system.
We have a confirmation message that the file has been uploaded successfully.
Next, Navigate to the Quotes page and open a quote that will be sent.
Find the PDF Properties area in the Quote form, Tick the Include Cover Page box. Select the template to be used from the drop-down list. Select PREVIEW to confirm the Front Page is loaded and populated with the correct data.