QAD Customer Relationship Management 6.7.2
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Administration Guide
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Template Manager
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Standard Letter Folder Locations
Standard Letter Folder Locations
Using the Standard Letter Folder Locations option of the Template Manager, you can specify default folders for storing templates, and documents based on those templates. When you save a template, it is useful to save it in a default folder prescribed for particular user types or user groups.
Since the templates listed under Standard Letters can used by multiple users, consider storing them in a central location on the network. Storing all the templates on a shared network drive provides direct access to multiple system users.
You can manage document template locations from the Standard Letter Folder Locations option. Go to Main Menu|Settings|Template Manager|Standard Letter Folder Locations. Right-click in the browser area and choose to add, edit, copy, or delete a template location from the list displayed.
Standard Letter Folder Locations
Details
Use the Details tab to record permissions and default folder locations for a new template.
User/Permission Groups
Select the appropriate radio button. To make a template available to an individual user, select User. To make a template available to a user group, select Permission Groups.
Use the lookup to enter names of those users or user groups who will have permission to access the indicated templates and mail merge folders on a shared drive.
Default Folder for storing Mail Merge documents/Templates for above Permission Groups
Click the folder icon next to these fields to browse and select the default location for storing mail merge documents and templates for selected users or user groups.
Click Save to save the default folder locations.
