Document Templates
Everything you need to know about Document Templates.
14 articles
Limitations of Document TemplatesLimitations with document templates
Can I Delete a Document Template?How to delete a document template. Delete document template.
How Do I Add a Logo to a Template?Adding a logo to a docment template.
Template Tables ExplainedEverything you need to know about tables in Document templates.
Basic Editing in Document TemplatesDownloading and editing templates.
Utilising Default TemplatesHow default templates work in Synergy.
How Do I Use C/O in Invoice Templates?How to use Care/of (C/O) in invoice templates
Editing Tables in Document TemplatesHow to edit tables in document templates.
Setting a Default Document TemplateHow to set a default template.
Exporting and Importing TemplatesHow to export and import your document template in Synergy.
Bookmarks in Document TemplatesWhat are bookmarks and how do they work?
Create a Copy of an Existing Document TemplateHow to create a copy of an existing document template
Troubleshooting Document Template TablesThe information isn't appearing correctly in my document template table
Converting a Past Invoice into an Invoice TemplateCreate a personalised invoice document template