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How to upgrade your document template version
How to upgrade your document template version
Martin avatar
Written by Martin
Updated over a week ago

Set-up

  • Tudodesk back office

What's this for?

  • How to upgrade your document templates to the latest version for Invoices, Estimates and Work orders.
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What you should know

  • You can upgrade and roll your template version back to a previous version at any time. When you do this any documents using the template will be updated.

  • You can create as many templates as you require, for example work orders, invoices and packing sheets. Check out this article here.

  • When you add a new template you may need to assign it as the default template. Check out the article here.

Steps

Upgrade an existing template version

  1. From the back-office click settings

  2. Select Document templates

  3. Locate the template to upgrade from the list

  4. Select the template

  5. In the template editor select the template version in the left side settings panel.

  6. Upgrade the templaTe to the latest version.

  7. Click save in the bottom right on the screen (Green button).

  8. The preview of the document will upgrade to the latest version.

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