How you arrange the templates for Contacts, Companies, Enquiries and Properties in the Print Templates Manager is how they will appear in each of their respective print windows.
Open the Print Templates manager via the Administration menu.
| • | Click on the 'plus' sign to the left of a folder to open it. |
| • | Original Jade Templates that have not been modified are denoted by a green icon |
| • | If you have made changes to a template, the icon is white |
To Make a Clone of a Print Template:
| • | Highlight the template. |
| • | Select Clone from the Template menu or from the right mouse button's speed menu. |
To Change the Name of a Print Template:
| • | Highlight the template. |
| • | Select Rename from the Template menu. (Fast methods: Select from the right mouse button's speed menu or hit F2 on the keyboard) |
To Create a New Folder:
| • | Highlight the folder that will contain the sub-folder. |
| • | From the Folder menu, select Create. |
| • | Highlight the new folder and select Rename from the Folder menu. |
To Re-arrange Print Templates and Folders:
| • | Drag-and-drop templates and folders from one location to another in the explorer tree. |
Set the default print range for a template
Importing and exporting print templates
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