All features
Wizard Entry Templates
Save a document entry as a template and start the next one with a single click.
Overview
When creating orders, requests, journals, and other documents in the guided wizard, save the fields you use often as a named template—private to you or shared with your company. Next time, pick the template from the wizard bar and the form fills in instantly so you only adjust what changed.
Key highlights
- Save from the wizard or document screen
- Choose which fields to include
- Private or company-wide templates
- Apply with one click when creating new records
What's included
Named templates per document type
Start from template on new documents
Line items included where supported
Demo login
Username:demo
Password:12345