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.
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
From the back-office click settings
Select Document templates
Locate the template to upgrade from the list
Select the template
In the template editor select the template version in the left side settings panel.
Upgrade the templaTe to the latest version.
Click save in the bottom right on the screen (Green button).
The preview of the document will upgrade to the latest version.