Credit Management - Word Templates

The creation of templates will vary across modules, samples can be downloaded from the Support Portal to aid in creating your own bespoke template. All templates work in a similar manner and involve these three steps:

• Create a template
• Upload a template
• Link a template

• From the left hand side menu select 'Sales', under the section 'Classic Functions' select 'Word Templates'.

• The code field is alphanumeric and must not contain any spaces.
• Enter the code name then click next. 

• Enter the name of your Word template
• Click the grey ‘choose file’ option to locate the Word template you wish to upload.
• Click ‘Save’