Edition: Professional, Business, Enterprise
User-level: Assistant administrator, System administrator
You can insert and format various tables in your document templates using Synergy’s document template function. Follow the steps below to add a table to your template:
Go to Organisation > Settings > Templates > Documents.
Find the template you want to edit and click the edit pencil in the top right.
Click 'Select tables' to view available tables for the template type, such as invoice or proposal.
Click the green plus symbol next to a table to add it to your document.
The added tables will appear in the Selected Tables panel on the right.
Click the pencil icon next to a table to adjust its formatting.
Click 'Save' to apply your changes.Organisation dropdown > Settings > Templates > Documents
The new table has now been added to the template and any new tables will can be found at the bottom of the downloadable word document in the main editing screen.
Tips!
The tables available will differ for each of the document template categories and can't be copied and pasted from one template category to another.