In Projetex all templates are stored in subfolders of the Templates folder in the centralized BusinessServer folder on the server. In order to work with a template, you will need to download a local copy, or create a new local template which later can be uploaded to the server.
To manage templates, click Corporate Settings > Templates in the Backstage view.
Templates are stored in different folders, each determining the type of document the template is meant for. Any RTF files located in that folder will be recognized by Projetex as a template for the document that folder represents.
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Example: An RTF file anyname.rtf, located at D:\BusinessServer\Templates/CLIENTS/Invoices/ will be recognized by as an invoice template. It will appear in the RTF Templates drop-down list of the Edit Invoice window. |
Only local template files, located in the local Business folder (by default D:\Business\) can be used to save documents. Templates stored in the centralized BusinessServer folder are meant for sharing and updating templates on Projetex Workstations. Thus when you open a template file for editing, you open your local copy of that template. Any changes you make will be valid for your Projetex Workstation only, unless you choose to upload or update the template on the server.
Templates synchronization
After templates have been uploaded to the server, they will update on all local Business folders automatically. The new template will be downloaded to the local Business folders after a user chooses this template from the RTF Templates drop-down list and clicks Save, Save&Open, Print or Send Mail.
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