OMNIMax Help Manual‎ > ‎Templates‎ > ‎

Document Template

Document Templates are the templates that are used for documents that you print, either for your clients or for office use.  These documents can be anything, such as a plan, letters, labels, check sheets, etc.

Any document that is printed, either frequently or infrequently, can have a template.  The templates are created by entering the basic text, headers, page numbers, etc. and using field codes to retrieve individual information.

The document templates are used in various places in OMNIMax.

The templates are grouped by the document type.  Within this grouping, the templates are listed alphabetically.

To create a new template, select Add Document..

To view or edit the details of an existing template, select Edit Template or click the template name.  This takes you to the Document Sections screen, where you can make changes to the document.