Replicating one customized document to another format type : Myconsult Sdn bhd

Replicating one customized document to another format type Print

Created by: Dax Chew

Modified on: Thu, 9 May, 2019 at 4:24 PM

Issue

Is there a way we can replicate the invoice format to a quotation format without customizing it again.

Solution

1. Go to [Tools], [Report Design Center]

2. Select form that user wants to duplicate and click [Save Files]

3. Select the destination and click [Save]

4. Select the format type that the user want to replicate to and click [New]

5. Select format type and press [Ok]

6. Go to [File], [Load From File]

7. Select the file format and click [Open]

8. Make the necessary changes and select [Save]

Dax is the author of this solution article.

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Replicating one customized document to another format type Print