All documents issued in Projetex can be saved to an RTF, DOC or PDF file, or sent directly to printer. The outlay of the resulting file or printout will be determined by a template.
Template is an RTF ("Rich Text Format") file which outlay and text format 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 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:
| • | Purchase orders to freelancers. |
| • | Payments from clients summaries. |
| • | Payments to freelancers summaries. |
| • | Projects, client jobs and expert jobs summaries. |
| • | Job assignments to corporate experts. |
Note: You can disable access to Templates settings for specified users. To disable access to Templates settings, go to Projetex Server Corporate Settings and click Users and Access settings. Then select an user, click Edit button and deselect View Templates Settings checkbox.
