Saving Printing and E-Mailing Projects and Jobs

To print, save or e-mail a Project/Job as an RTF document, use the RTF template controls near the bottom of the corresponding New/Edit window.

Use the RTF Templates drop-down list to select the template which must be used for printing, saving or e-mailing the project/job as an RTF file. Click the Save, Save & Open, Print, or Send Mail button to save, print, or e-mail the Project/Job.

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

To edit templates for projects, in the Backstage view click Corporate Settings and select Templates. Templates for Projects are located in the D:\BusinessServer\Templates\Projects\ folder. Templates for jobs are located in the folders D:\BusinessServer\Templates\CLIENTS\Jobs, D:\BusinessServer\Templates\EXPERTS\CORPORATE\Jobs, and D:\BusinessServer\Templates\EXPERTS\FREELANCE\Jobs.