Document templates

Document templates allow to speed up and streamline the creation of documents like memo, issue, request and scenario of 9TEAMS.

 

A document template can be selected at the moment of creating a new document ...

... or when the document has already been created.

 

In order to maintain document templates within your account, you need to have ADMIN or OWNER access. Only then you will have access to the document template maintenance pages as shown here below.

 

Be aware that a document template have to be assigned to the correct project type, in order for it to be available in a project. A document template can be assigned to one or more project types.

 

A project can be assigned to one project type. The project type is assigned at the moment of creating a new project. It can be updated in the project details screen. 

PAY ATTENTION: updating the project type can lead to loss of custom field information!

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