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How do I set a template as the default template?
How do I set a template as the default template?
Updated over 2 months ago

In the system, you can set a template as the default template.

This can be relevant if you have multiple templates for all types of reports. In this way, you tell the system which template it should consider as the default template. This can, for example, be used when you upload daily reports to the accounting system.

You set a template as the default template by following these steps:

Step 1:

  • Click on Settings, and then click on FlexyBox Administration.

  • Click on Basic Settings, and then click on Document Templates.

Step 2: A new window will open.

  • Click on Templates (no. 1).

  • Click on the relevant template type (no. 2).

  • Click on the relevant template (no. 3).

  • Click on Document (no. 4).

  • Check the box for Set as Default Template (no. 5).

If the system is set up to ask whether a confirmation should be sent when creating (no. 6) or editing (no. 7) a reservation.

The default template will then appear at the top of the list.

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