Knowledgebase
How can I add a custom field into my document template?
Posted by Alexey Sokolov (AIT) on 23 October 2014 12:05 PM

Please do the following:

1. Specify a variable for your custom field (Picture 1) at:

a) For Projetex: Projetex Server Administrator > Corporate Settings > Fields > [Select a field] > Edit

b) For TO3000: Backstage View > Advanced Settings > Fields > [Select a field] > Edit

2. Add this variable into your template (Picture 2).

PICTURE 1

PICTURE 2

  Picture 2Important: If you need to add your client job custom fields into your invoices, please check this article.

 

 

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