- To upload the template:
Common->Office integration ->Document templates
Get the template file from Julie.
- Click on the New and add the template file and click ok.
- Make sure these two are checked for the template and click on Save
- To verify – go to Accounts receivable -> All customers and click on this icon and see if you able see the template name you have uploaded. Click on the template name and see its opening the excel file. Inform Julie Patrick to verify.
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