Sometimes it's hard to organize your own documents: the potential customer calls you after 3 months, do you remember where did you save the estimate he's talking about?
Inside the Professional version you can find an archive of your documents: you can define some models, then use them as starting point for your work
Onyou can find all the documents you have created: you can view a preview orprint each row simply clicking on the icons.
First of all we have to create a new model for your document; to do that, we simply create a new template and assign it the groupand the type .
Then you can start writing down the html: you can use all the tokens that you would use inside a normal template. When you're done, simply save the template.
With these fields you can assign a name and a group (ie Estimate or Generic) to the document and link it to an existing customer and project.
Which template do you wish to use?
Here you can create your document: on new documents, TrackTime will suggest the default one; if you want a different one, simply choose it from the template field.
Choosing a new template will reset this field and you'll lose every changes!