Creating a Financial Template

  • Updated

This article provides a step-by-step video on how to create templates for financial documents in BigChange. These templates are essential when, for instance, creating a quotation and selecting 'Email', as you need to attribute a suitable template to accompany the quotation attached to it.

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Creating Templates in BigChange

To create templates in BigChange, follow the steps below:

  • Navigate to the [Top menu] Profile (icon).
  • Select Admin Settings.
  • From the [Quick links menu] select Templates.
  • Alternatively, from the [Side menu] Account, select Templates.

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Understanding Keywords and Templates

Keywords are crucial in creating effective templates. They help in customising your templates to suit your specific needs. For more detailed information regarding Keywords, the benefits of Templates and how to create them, please read the separate Templates article.

Conclusion

Creating templates for financial documents in BigChange is a straightforward process that can significantly enhance your efficiency and productivity. Remember, the key to creating effective templates is understanding and using Keywords correctly. For more detailed information, refer to the separate Templates article.