Tip of the day: Create a new template based on the previous one


It is easier to create your own customized documents by copying one of the Default templates as it probably includes most of the components which you need to use.

1. Select the template

Select the template you want your new one to be based after from Orders page drop down list and click the editor button to open the editor.

Open template editor

Open template editor

2. Copy the template

In the editor view you can then copy the template by clicking on File → Make a Copy. After that you can start modifying it. 

Copy template

3. Rename and save

You can now rename your template and save after you are done editing it!

Rename and save

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