How do I upload my custom template into ServiceM8?

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To upload a custom template into ServiceM8:

Go to Settings

Go to Settings<br />

Click Document Templates

Click Document Templates<br />

Select the template type you wish to upload from the list on the left (invoice/quote/etc)

Select the template type you wish to upload from the list on the left (invoice/quote/etc)<br />

On the right of the screen you should see a button (Upload custom template)

On the right of the screen you should see a button (Upload custom template)

Note: If you do not see this button, you will need to download one of the system templates using the link at the end of help (on the same page). Once you have done this, repeat the process and you will have access to the Upload Template button.

Browse your computer to select your custom template by clicking Select button

Browse your computer to select your custom template by clicking Select button

Click Attach to upload and confirm the new template

Click Attach to upload and confirm the new template

Note: When you click attach, your new template will immediately become your active template design (replacing your previous design), if you are updating a custom template we recommend you take a backup of the previous template before replacing it. 

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