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Templates Storage and Management |
  
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Templates Storage and Management |
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In Projetex all templates are stored in subfolders of Templates folder in centralized BusinessServer folder on server. In order to work with a template, you will need to download a local copy, or create new local template which later can be uploaded to server.
To manage templates:
1. On the Settings menu click Corporate.
2. On the Corporate Settings click Templates.
Templates are stored in different folders, each determining a type of document, this template is meant for. Any RTF file located in that folder will be recognized by Projetex as a template for the document that folder represents.
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 Edit Invoice window. |
Only local template files, located in local Business folder (by default D:\BusinessServer\) can be used to save documents. Templates stored in centralized BusinessServer folder are meant for sharing and updating templates on Projetex Workstation. 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 template on server.
Templates synchronization
After templates have been uploaded to server, they will update on all local Business folders automatically. Such new template will be uploaded to local Business folders after a user will choose this template from RTF Templates drop-down list and click Save, Save&Open or Print button.