Templates

How to use templates?

How to use templates?

Using templates, you can edit the appearance of the site, letters, notifications, an agency contract, bank invoices, etc.

To add a teplate simply follow such steps:

1. Click Add Template button.

2. Change Template Status to Enabled.

3. Make the required changes into default template.

4. Click Save.

​Templates are edited via HTML editor or via visual mode. The only exception is PDF templates for example, a receipt for payment in a bank, an account for legal entities, etc.). Editing such templates is possible only via HTML editor.

In the general teplates list enabled templates will be highlighted in green, while inactive templates would shows in grey. All available actions for the template can be viewed by in the drop-down list which is displayed by clicking on the arrow at the end of the template line:

Each subsequent enabled template overrides the previous one, except for "Executable JavaScript code" and "CSS style sheet". These templates can be used more than once.

Using templates, you can edit the appearance of the site, letters, notifications, an agency contract, bank invoices, etc.

To add a teplate simply follow such steps:

1. Click Add Template button.

2. Change Template Status to Enabled.

3. Make the required changes into default template.

4. Click Save.