Presidio can attach standard Word and Excel templates to Jobs and to Estimates. When you use these templates to create documents/files, Presidio can store the resulting documents/files in a default save location of your choosing.

ATTACHEMENT TEMPLATE SETUP

Create the Desired Templates

Create Folders for Storing Templates and Documents/Files

• Create <PresidioTemplateStuff> on your file server on the same drive, and at the same level as your <Presidio> folder
• Under <PresidioTemplateStuff>, create
  • <Templates> for all Templates
  • <Template-1 Documents> for all documents based on Template-1
  • <Template-2 Documents> for all documents based on Template-2
  • Create a separate <Template-n Documents> folder for each template
• Add <PresidioTemplateStuff> and its sub-directories to your backup procedure

Copy Your Templates to <PresidioTemplateStuff>\<Templates>

Define Attachment Templates to Presidio

• Select Tools > Shared Tables > File Attachment Templates
• Right-click > select New
• Enter “Attachment Name” for your template
• Template: Browse to <PresidioTemplateStuff>\<Templates> and select the desired Template
• Default Save Location:

Browse to <PresidioTemplateStuff>\<Template-N Documents>

• Click Save

USING TEMPLATES

• Select the Attachment Tab in Job Control or Estimate
• Right-click > select New
• Click From Template, and select the desired template
• Click Save to attach the template
• Double-click the template in the attachment list to open the selected template