Templates |
All documents issued in TO3000 3D+ can be saved in the .rtf format and/or printed/sent via Email using corresponding .rtf templates. All templates are stored in subfolders of the Templates folder at C:\Users\Public\Documents\AIT\TO3000, Version 3D\Templates. On the Templates tab of the Business settings you can manage templates and folders inside the Templates folder. Tree filed displays the structure of template folders. By default, the Templates folder contains three subfolders: CLIENTS, PROSPECTS and PROJECTS. The CLIENTS and PROSPECTS folder contain separate subfolders for each document type.
File options Template files contained in the currently selected folder are displayed in the right field. Double-click a template to edit it. Selecting and right-clicking a file or folder will open the standard Windows context menu for it.
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