Templates

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Templates in Projetex 7.0

Template is an RTF ("Rich Text Format") file stored in your Projetex Workstation setup folder and used as a 'template' when saving work flow documents in RTF or PDF files. RTF files can be opened with most text editors, including MS Word.

Saving a document using a Templates

The following documents can be saved as printable RTF, PDF and DOC files using their own templates:

•	Invoices to clients

•	Purchase orders to freelancers

•	Payments from clients summaries

•	Payments to freelancers summaries

•	Project, client job and exert job summaries

•	Job assignments to corporate experts

•	Quotes to clients

•	Quotes to freelancers

Documents can be saved using windows Edit Invoice, Edit PO, Edit Project and so on, as well as Prices tabs of Client and Freelancer windows, and General Prices for Clients and General prices of Freelancer windows.

Any window which has RTF Templates section can be used to save its data in a printable document. Until the data which you are editing is saved in your database, RTF Templates section will look like this:

RTF_templates_unavailable

To save a document, first apply changes made to this document by clicking Apply button. Once the document has been saved in database, RTF template controls for it will become active:

RTF_templates_available

•	Use RTF Templates drop-down list to select the Template which must be used for saving this payment in an RTF file.

•	Click Save button to save template in the respective payment folder.

•	Click Save&Open button to open this payment in your default text editor immediately after saving it.

•	Click Print button to quickly send this payment to printer.

Note: You can choose to save the output file in RTF, PDF or DOC format by selecting this format in Save As window with the help of Save as type drop-down list.

save_freelance_quote_as_type

Template files

Each document type (like invoices, purchase orders, quotes, and so on) uses templates stored in specific folder, named by the document type, which templates it stores:

template_folders

By editing template overlay and format, you edit overlay and format of all the documents which will be saved with it. There can be a number of templates to choose from for one document type.

Editing templates

Templates can be opened for editing using the Templates tab of Projetex 7.0 User Settings (Current User Only) window. You can access and manage Projetex 7.0 RTF templates used for saving invoices, quotes and other kinds of information from Projetex 7.0 database.

How to:

1. To open Templates tab click Current User command from Settings menu of Projetex 7.0 Workstation and select Templates tab.

2. Navigate to the folder of the document, which templates you wish to edit.

3. Open required template file with text editor (MS Word or any other editor supporting RTF format).

4. After making all the necessary changes, save Template in the same or new RTF file of the same folder.

Note: Templates folders can also be opened with regular file browser, like Windows Explorer.

Template Variables

Variable is a certain symbol combination which is entered in template files. When a document is saved using template, Projetex recognizes the variable and inserts required data in the resulting document.

Variables are indicated with "\" (backslash) symbols in the beginning and in the end,

Example: \CLIENT_NAME\, \CLIENT_STREET1\, \CLIENT_PHONE1\ and so on.

Each variable represents a portion of data which will be inserted in its place when the document is saved.

Note: Template can be edited without changing the variables wording and outlay (fonts and colors can still be changed).

Advanced users can learn about templates variables; add/delete them as necessary, customizing templates to the maximum.