Templates
When information is entered into the system, it is easily accessible online, however, eventually the details will need to be shared with others, this may be...
Mon, 17 Jun, 2019 at 11:15 AM
If you are new to using templates within the system, it is recommended that you read the article on an overview of templates first. This article will co...
Mon, 17 Jun, 2019 at 11:22 AM
Overview The Clickable Links feature allows you to add up to five clickable links to your PDF and Email templates. Each clickable link can contain: Link...
Tue, 18 Aug, 2026 at 12:23 PM