Skip to main content
- Document templates are created by adding a name and a description to the template and then uploading the file that contains the content for the template.
- Event templates are created with a name, department, and description. Then create the desired events and what they should trigger, e.g. sending an email when an order is completed.
- Quote templates are filled out with a name, description, email subject, and then the file with the quote is added.
- In the budget, templates for the use of salary items can be created, as well as which item numbers they belong to.