Document Templates With Attachment (v8.xx)

Document Templates With Attachment (v8.xx)

The following process explains how to create a template that includes attachments, provided that Genius Integrator is enabled.

  • Open the 'Projects' module 'Setup & Administration' console, in the 'Templates' tab, select the view 'Document templates.'

  • Click on the menu [New > Document template].

  • In the dialog box select the '<<Standard>>' value and click the [OK] button. Once the new template is open, select the 'Template type' from the 'Type' list.

  • Fill in the template name. For instance, if the type is 'Meeting minutes,' the name could be 'Weekly meeting we xx,' or 'Project status,' etc., depending on the purpose of the meeting.

  • Fill in the 'Title;' when a document is created from this template, the title of the document is initialized by the title of the template.

  • Fill in the rich text section. (Optional.) Go to the ‘Attachments’ section.

  • Click the link [Attach…] to open the 'Attach file' browser, select a document of any type and click the [OK] button. This can be done up to ten times.



Save and close the document.


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