Create/edit a Word, PDF or E-mail template

• On the Plugnote homepage, choose the Plugform that you would like to create or edit a template click on the ellipses icon located in the column “Actions” and then click on "Edit"
  
  
  
• On the menu at the top click on "Templates"
  
  
  
• Type a name for your template
  
  
  
• To set up, check the instructions below:

1. Name: Type the name of the file
2. Template Editing: You can choose between: 
   - Display in the shared folder
   - Edit in fullscreen mode
   - Automatically add generated doc/pdf to the Plugnotes attachments
3. Description: Add a description to your document
4. File Version: Choose to make the file available in PDF, Word, or send it by email
5. Items and value: Choose the displayed text
6. Plugnotes Fields: Choose the Plugnotes fields
7. Preview: Check and edit the preview displayed
8. Cancel and Exit: Press to cancel the document
9. Save: Press to save the changes
10. Saved and Exit: Press to save all changes and exit from the document
11. Print: Press to print the document
12. Trash icon: Press to delete template
13. New template: Press to create a new template

• After saving your new template, go to the Plugform home page, choose a Plugform, and click on "My Plugforms" or "Shared Plugforms" located in the columns "Owner"
  
  
  
• Click on any icon (4 arrows) located in the second column to open the Plugform
  
  
  
• Open the side menu by clicking on the icon ">" and click on "Create from a template"
  
  
  
  
• Click on the "Dropdown List" icon to choose your template
  
  
  
• Your template is now available. Before you send, please check:

1. Description
2. Text display
3. Save in PDF
4. Open the document with Word
5. Send the document by email

• 1. Your email address
• 2. The recipient's email address
• 3. Email Subject
• 4. Edit message
• 5. Send the message
• 6. Cancel the message
  
  
  
  
  

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  Video Explanation

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  Customer Success
  If you have any questions, please contact our Customer Success Team