How to upload a System Template

Once you have your Word Template created and saved, you need to upload this into the system.

Go to System Template Entry - Custom templates and select

Select the Document Class from the drop down menu, which will define what the Template will be. (Invoice \ Remittance and Purchase Invoice \ Permanent Invoice \ Expense Sheet \ Timesheet \ *Old Style Report Server Templates) *Only for Etz Staff to see to upload Legacy templates.

Type the name / description of the template and then Select a Save Format this is only available if this is a Timesheet or an Expense Sheet. Invoices will always be saved as PDF.

Choose the word document that you have created and saved  and then press Update to save.

The system will now upload the Word Document that you have selected and will try to do a test merge against our test data, and display to you what your template will look like with data inside it. 

If you are happy with the document, you can click Approve, which will allow add the template to your list of available templates. 

If you are not happy with the document and you need to change a few things, then click Reject. You can then go back to your Word Document, make any amendments, save and follow this process again until you are happy with your template and you have Approved it.