System Settings

Deleting a Background PDF Template
A Background Template is a system template that can be deleted however it should be noted it will be permanently deleted, therefore it is important to ensur...
Mon, 17 Jun, 2019 at 11:08 AM
Creating an Email Signature Footer
A standard email signature can be added to the system. It is possible to have a range of email signatures setup and assigned for each user and then associat...
Wed, 18 Mar, 2020 at 1:29 PM
Assign an Email Signature to an Email Template
This article will outline how to assign a signature to an email template, for example you may send an estimate with the body of an email message that is dif...
Wed, 18 Mar, 2020 at 1:29 PM
Setting and Changing the Status
When an estimate, job, invoice is saved in the system it will have a designated status assigned to it, these statuses can be customised to suit your interna...
Wed, 18 Mar, 2020 at 1:30 PM
Deleting a System Template
A System Template is available for all the PDF generated documents including, Estimates, Supplier RFQ's, Jobs, Invoices, Purchase Orders and Delivery No...
Mon, 17 Jun, 2019 at 11:22 AM
Copying a System Template
A System Template is available for all the PDF generated documents including, Estimates, Supplier RFQ's, Jobs, Invoices, Purchase Orders and Delivery No...
Mon, 17 Jun, 2019 at 11:23 AM
An Overview of Other Costs
Other Costs are the additional costs for processes that can be added into your estimates and jobs. There is no limitation to the number of 'other costs&...
Wed, 18 Mar, 2020 at 1:26 PM
Warehouse Settings and Defaults
The Warehouse module is used for the stock control of products/finished goods. Whether you store stock onsite or within a storage facility, the tool allows ...
Thu, 18 Feb, 2021 at 9:43 AM
Large Format - Changing the Paper Stock
The default paper stock for a large format printer can be changed in the system settings.  A user with Administrator access can change this setting. ...
Thu, 29 Sep, 2022 at 2:08 AM
Digital Press - Changing the Paper Stock
The default paper stock for a digital press can be changed in the system settings.  A user with Administrator access can change this setting. ...
Thu, 29 Sep, 2022 at 2:08 AM