A Job Template will have a designated template group, name, and option.
- Template Group refers to a general way of categorizing and organizing your Job Templates, making them easier to locate. These can be customized to suit your business needs.
For more information see, General - Template Groups.
- Template Name refers to a specific set of similar templates.
- Template Options refers to the individual templates.
Example:
- Template Group = Flyers
- Template Name = Flyer - 8.5 x 11
- Template Options = 4/0
4/0 Offset
4/4
4/4 Offset
Black/4
Black/Black
- Template Name = Flyer - 3.67 x 8.5
- Template Options = 4/0
4/0 Offset
4/4
4/4 Offset
Black/4
Black/Black
The system will display the Job Template using the 'Template Name - Option Name' (ie. Flyer - 8.5 x 11 - 4/0) when it is added as an item to an order/quote.
For more information, see Job Templates.