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Can I duplicate PDF templates for editing?

Updated: 10 August 2011 17:16:46 OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk OpenCRM::Settings OpenCRM::Settings::Templates

PDF templates in OpenCRM can be duplicated to make editing the layout of them easier.  Duplicating is done from the duplicate button on the template details screen.  To get to the template detail screen follow these steps.

Once you are on the details screen and you click to duplicate the template, you will be presented with the following screen:

Duplicating a PDF template in OpenCRM

This will allow you to set the template name and description, and also select the module you are copying the template to.  You can copy a PDF template to any of the other template modules as this will put the PDF header, PDF footer, PDF columns and the template settings the same as on the template you are copying.  For templates where these options are not relevant, the fields which don't appear on the template will appear blank.

When you save the duplicate, you will be returned to the list of PDF templates on your system so you can edit the new template, or another one of your choosing.

There is no limit to the number of PDF templates which can belong to any one section.

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