Cerri Project | Document Templates

Document Templates
Document Template With Customized Forms (v8.xx)
Creating a Geniusproject 'Template Document' that contains a customized data structure first requires designing the structure (ask your Genius consultant for this). Geniusproject can contain as many subforms as needed to be used in 'Document ...
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.' ...

Cerri Project | Document Templates | Knowledge Base