Creating Custom Templates

Posted by Genny Stevens on Dec 1, 2014 2:50:00 AM

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Use custom templates in WorkflowMax to create personalised invoices, quotes, purchase orders, statements, and job briefs.

These are created using Microsoft Word Docx (2007 or later). We show you the basics you need to get started to create a template. We use Microsoft Word 2011 for Mac in our video - but whatever version you use the approach to customising templates is the same.

For further details, go to the Custom templates topic in the WorkflowMax help centre. To learn more, take our free self-paced course: Developing custom print templates.


Topics: Settings and account

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