NavigateERP for African business

Several templates for one document, and the default

Keep different layouts for the same document - e.g. standard, service, equipment and corporate quotations - and choose which one is used unless someone picks another.

Steps

  1. In Settings → Document layouts, click + New template next to the document again, and start from a copy of an existing template to save time.
  2. Design and Publish it.
  3. The first template you publish for a document becomes its default. To change the default, open another published template and click Make default.
  4. When printing, people choose the template from the Template list at the top of the document (it appears when there is more than one).
  5. A template you no longer need can be Archived: it is no longer offered when printing, and its versions are kept. The default can't be archived - make another one the default first.