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Go into the document type you want to update

2. A. Click on the icon that looks like 3 people watching TV on the right hand side

A. Click on the icon that looks like 3 people watching TV on the right hand side B. Click on the Cog icon to edit

Learn more: <a href="https://zigaflow.com/features/document-templates" rel="nofollow noopener noreferrer" target="_blank">document templates in Zigaflow</a>

How to edit the field that displays on documents such as Quotations, Sales Orders (Jobs), Invoices, Purchase Orders, and Work Orders.

Update document fields that display

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Update document fields that display

Go into the document type you want to update

1. Click on Expand header

2. A. Click on the icon that looks like 3 people watching TV on the right hand side

B. Click on the Cog icon to edit

3. Select an option

4. A. Click on Save

B. Click on Close