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

For this, perform the following steps:

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.

 

 

(1 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).