1. Click here.

2. Click "Document Templates"

3. Select the module to work in

4. Click on the green button to download the document.

5. Edit the document in Microsoft Word or similar, and when ready click "Upload New Document Templates"

6. Select file on your desktop, and upload it. You can now preview the result

7. Click on the dropdown to see how it appears on different documents

8. When you are happy with the document, click "Complete". This add it as a new document template.

9. Alternatively, you can import into an existing document template. The advantage of this is that it immediately replaces the old version in your existing Invoices, Quotations, Jobs/Sales Orders, etc. and not just the new ones.

Click on the Edit button for the document to replace

10. Click "File"

11. Click "Open" and upload the new document template

12. Click "Step 1: Preview"

13. Use this dropdown to check against different ones

14. Click "Step 2: Save"