Template-based documents can be created using the windows Edit Invoice, Edit PO, Edit Project and so on, as well as the Prices tabs of the Client, Prospect, Freelancer, Corporate Expert, and Applicant windows, and the corresponding General Prices windows.
Any window which has an RTF Templates area can be used to save its data in a printable document via the RTF template controls:
Use the RTF Templates drop-down list to select the template to be used to create a new RTF document.
Click Save to save the record with the selected template in the respective folder.
Click Save&Open to open this document in your default text editor immediately after saving it.
Click Print to quickly send this document to printer.
Click Send Mail to open the Projetex Mail Sender with the document already attached, the subject, message template and default recipient entered. From there you can quickly send the document via E-mail.
Note: You can choose to save the output file in RTF, PDF or DOC format by selecting this format in the Save As window via the Save as type drop-down list.
See also:
Template Storage and Management