Template - Actions

In the "Customers - Templates" section of AbaNinja, you have various actions available to efficiently manage your document templates. The most important actions are:

• Edit: Open the selected template to change the contents, positions, or settings. This way, you can always adjust your templates to new requirements.
• Duplicate: Create an identical copy of the existing template with one click. This is especially helpful if you need similar templates for different purposes.
• Show activities: See the history and all actions performed on this template. This way, you always have an overview of when and by whom changes were made.
• Convert to document: Convert the template into a regular document (e.g., invoice, offer, delivery note, credit note). This way, you can quickly and easily create a new business document based on the template.
• Archive: Move a template to the archive if it is no longer actively used but should still be available as proof or for later reference.
• Delete: Permanently remove a template if it has not yet been used and there are no further dependencies.

Benefits

With these actions, you can flexibly and efficiently manage your templates. You save time when creating recurring documents, ensure consistent standards, and always have control over all templates and their changes.

Notes and Tips

• Templates can only be deleted if they have not yet been used or there are no further dependencies. Otherwise, it is recommended to archive the template.
• The "Convert to document" function allows you to create a new document based on a template with just a few clicks - ideal for recurring business transactions.
• By duplicating, you can quickly adapt existing templates for new purposes without having to start from scratch.
• Archived templates still count towards your document limit on your account. Therefore, regularly check which templates you really need to keep.
• By "Show activities," you can always see which changes were made to a template - helpful for inquiries or for internal control.