All documents issued in Projetex can be saved to an RTF, DOC or PDF file, or sent directly to the printer. The layout of the resulting file or printout will be determined by a template.
A template is an RTF ("Rich Text Format") file, the layout of which is used when saving Projetex documents. RTF files can be opened using most text editors, including MS Word.
Document templates can be created and edited by the user. Each document can have a number of alternate templates.
The following documents can be saved as printable RTF, PDF and DOC files using their own templates:
Invoices to clients.
Credit notes from clients
Refunds to clients
Purchase orders to freelancers.
Payment summaries from clients.
Summaries of payments to freelancers and corporate experts.
Project, client job and expert job summaries.
Job assignments to corporate experts.
Quotes to clients and prospects.
Quotes to freelancers and applicants.
Prices for clients and prospects.
Prices for corporate experts, freelancers and applicants.
See also:
Template Storage and Management
Locale Settings And Date Format