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Via “Master data- > Form master data” you can assign “Delivery notes” as templates to a client.

Tab_Master data_Form master data

First, change by clicking on the blue “Client” button to the client mask.

You must then select the client to which you want to assign forms.

Client_Form_data

Scroll down until you see the “Delivery note” table on the left.

Clients_Deliver_notes_Upload jpg

In the following list, you can store documents for each “template type” with the “Upload file” button.

Client_Delivery notes_Upload2

Select the appropriate file from your file system.

The newly uploaded documents are listed in the “Uploaded” column after the respective template type.

Client_Delivery_notes_Upload3

Please note that uploading a file may take some time. In the lower left corner of the browser window you can see the progress bar during the upload.

loading status

 

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