Edition: Professional, Business, Enterprise
User-level: Director and above
What are default templates?
A default template is the template that will autopopulate when you create a new document in Synergy.
A default template should be the most used template for a specific document layout and include all the necessary data points to your business requirements.
A default template, makes generating documents simpler as it's already chosen for you.
NOTE: Any working template can be selected when generating a document instead of the default from the dropdown list, the default is just the one that is selected first.
How many default templates can you have?
You can have ONE default template per category of document templates. The categories are as follows:
Contact
Invoice
Project
Staff
Proposal
Credit
Project Letter
Contact Letter
Transmittal
Purchase Order
Changing the default template?
You can change the default template for any category at any time. To set a document template as the default:
From Side Navigation, click your organisation > Organisation Settings > Templates > Documents.
Locate the template you want to make the default and open it using the edit icon.
Select 'Default' checkbox in the bottom-left corner of the page.
Save the template.
The previous default template of that type will no longer have the default option ticked. This does not impact any existing created documents. Any documents generated from now on will use this template by default.
Default Invoice Templates
Invoice template defaults work a little differently to other document template defaults. The template used by your invoices is determined by the invoice template selected for the project Office.
The Office invoice template can be selected from the Side Navigation > Your organisation > Organisation Settings > Organisation > Offices. Open the office, and you will find the invoice template option under Projects and Invoicing.
The first invoice created for the project will use the invoice template defined by the office the project is attached to. For each subsequent invoice after the first, it will use the same template as the previous invoice. Keep this in mind when adjusting the templates for your project invoices.
Default Project Template
The default project template will be the template selected for any projects as they're being created.
Project template defaults are set from the Project Templates list. From Side Navigation, click your organisation > Organisation Settings > Templates > Projects. The current default project template will be indicated by a checkbox in the list under the Default column.
To change the default project template, click on the row action menu, then click 'Set as default'.
Professional vs. Business & Enterprise
Professional
Professional users will need to select a new default each time directly in the templates screen if they want to change a document layout. This is due to the switch layout function not being available in the Professional Edition.
Business & Enterprise
Business and Enterprise users can simply follow the steps linked in 'previous steps' above to change default templates and document layouts.