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Knowledgebase: Document Templates
How to add your company name, logo, contact information and so on directly to templates?
Posted by - NA - on 25 November 2009 06:34 PM

For example, to replace your name with the company name on the invoice template, please do as follows:

1. In the Backstage View, navigate to "Business/Corporate Settings >> Templates"
2. Locate Invoice templates in the following folder: Templates\CLIENTS\Invoices\
3. Open the template in your text editor and replace the variable \USER_NAME\ (\COMPANY_NAME\ in Projetex) with your actual company name.

You can also add your company logo by simply inserting the image into the template.

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