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Below are steps to show you how to set up Note Templates.

Step-by-step guide


  1. Click the Settings button on the Ribbon.

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    The Configuration screen appears. 

  2. Click the Note Templates item on the Configuration tree.

    The Note Templates screen appears. 

  3. Click the Add Note button on the Toolbar.

    The Add a new Note Template dialog appears. 

  4. In the Title field, enter a descriptive name for the note.

    In this example, CE with Discount was entered.

  5. Click the drop down arrow in the Form field, and select the form or document the note will apply to.

    In this example, Cost Sheet was selected.

  6. Click the OK button to create the note.

    The new note will become the current item in the Title field of the Note Templates screen.

  7. Enter the note that is to appear on the details field of the form, in the note editor.

    In this example, Job: {Job No} is {FormName} was entered.

  8. Click the Save button to make your changes permanent.

    A Save Changes? dialog appears.

  9. Click the Yes button to continue.

    Once the note template is set up you will be able to use it on your CEs.