This article will walk you through setting up document defaults for a user.
1. Go to Tools > My Settings
2. Go to Documents Tab
- Expand All Custom Document Items - document check boxes are always expanded
- Force Commission Calculation when Document Generated - (Commission module required) commission on job is recalculated prior to document generation
- Default Document Zoom - zoomed in/out view of when a document is generated
- Default Document Template - proposal template used when creating a quote package
- Default Cover Letter - cover letter template used upon accessing Cover Letter tab
- Default Scope of Work - scope of work template used upon accessing Scope of Work tab
3. Close window > Log Off for changes to apply
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