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

Please do the following:

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)

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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

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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.

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