Knowledgebase
How can I add a new template?
Posted by Alexander Artamoshkin (AIT) on 23 July 2014 05:19 PM

Question:

How can I add a new template? 

 

Answer:

Please perform the following actions.

1. Create and copy the required template to the appropriate folder in: C:\Business\Templates (or D:\Business\Templates, if you installed Projetex on disk D)

newTemplate1

 

2. Run the Projetex Workstation, click the "settings" button to the right of "Prospects", go to Corporate Settings>Templates and open the appropriate folder of the templates.

newTemplate2

newTemplate3



3. Select the required template and click the "Upload" button (red arrow) to upload the template to the database so all the workstations can use it.

newTemplate4

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