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How to Print a Document Template

Updated

Overview

This tutorial explains how to quickly and easily print document templates

Table of Contents

  1. Creating Document Templates
  2. Printing a Document Template for Clients, Prospective Clients, or Leads
  3. Printing a Document Template for Invoices and Estimates/Quotes
  4. Printing a Document Template for Appointments/Sessions/Events
  5. Printing a Document Template for Projects

How to Create Document Templates

Click here for a tutorial on how to create document templates

How to Print a Document Template for Clients, Prospective Clients, or Leads

  1. Click on the Clients component
  2. Click on the Clients tab
  3. Find and edit an existing client, prospective client, or lead
  4. Click the Print menu
  5. Click the Print Document Using Document Template menu item
  6. In the Select Document window find the template that you want to use and click the Preview button
  7. Click the Actions menu button in the Generated Document window and click Save As HTML, Open As HTML, or Email As HTML Attachment
    1. Alternatively you can click the Text Only Actions and save the template as a PDF or text file; however, if you are using an HTML template then this will be converted into text and will not keep the formatting.

How to Print a Document Template for Invoices and Estimates/Quotes

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click the Invoices/Estimates/Quotes button
  4. Find and edit an existing invoice, estimate, or quote.
  5. Click the Print menu
  6. Click the Print Document Template menu item
  7. In the Select Document window find the template that you want to use and click the Preview button
  8. Click the Actions menu button in the Generated Document window and click Save As HTML, Open As HTML, or Email As HTML Attachment
    1. Alternatively you can click the Text Only Actions and save the template as a PDF or text file; however, if you are using an HTML template then this will be converted into text and will not keep the formatting.

How to Print a Document Template for Appointments/Sessions/Events

  1. Click on the Calendar component
  2. Click on the Calendar tab
  3. Click either the Calendar or Agenda button
  4. Find and edit an existing event
  5. Click the Print menu
  6. Click the Print Document Using Document Template menu item
  7. In the Select Document window find the template that you want to use and click the Preview button
  8. Click the Actions menu button in the Generated Document window and click Save As HTML, Open As HTML, or Email As HTML Attachment
    1. Alternatively you can click the Text Only Actions and save the template as a PDF or text file; however, if you are using an HTML template then this will be converted into text and will not keep the formatting.

How to Print a Document Template for Projects

  1. Click on the Projects component
  2. Click on the Projects tab
  3. Click the Projects button
  4. Find and edit an existing project
  5. Click the Print menu
  6. Click the Generate Document Using Document Template menu item
  7. In the Select Document window find the template that you want to use and click the Preview button
  8. Click the Actions menu button in the Generated Document window and click Save As HTML, Open As HTML, or Email As HTML Attachment
    1. Alternatively you can click the Text Only Actions and save the template as a PDF or text file; however, if you are using an HTML template then this will be converted into text and will not keep the formatting.