Setting Document Related Defaults (Per User)

This article will walk you through setting up document defaults for a user.


1. Go to Tools > My Settings


2. Go to Documents Tabmceclip2.png

  • 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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