Speeding up the Transaction and Trade filling in
templates are used to speed up filling in Transaction and Trade documents.
templates could be opened from the main menu by selecting Menu --> Directories
--> Property templates
It can also be opened
from Transaction or Trade by selecting "Edit templates" from a drop-down menu above "Properties" table
The layout of the Directory Element list:
Menu panel contains 4 icons to control the elements:
- add a
the current template
- delete the current template. The deleted template can not be restored.
- favorite. Selected template will be put in new documents by
The layout of the Directory element:
- Name could be anything.
- Property must be filled in. The values are taken from
- Value can be empty. You can set the values in
Transaction and Trade documents.
Fill in Name and
add the values to the table, then save the element. After that you can select a
new template in Transaction and Trade documents.
Recommendation!!! If you use one template, then you can make it Favorite (button ) in templates
list, then with a new document it will be applied by default.