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25.2 File System Setup |
  
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25.2 File System Setup |
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25.2.1 Check where your Latitude data folder is located. On a multi-user environment this is usually a shared drive on a server, but on small peer to peer networks it could be on a workstation that is acting as a server.
Create two new sub-folders on your existing Latitude folder to hold templates for Jobs and Word Documents . If Latitude is on a shared map drive called “L:\” then:
L:\Templates – Use this folder to store all word templates
L:\Jobs – Default location to store all the documents generated using word templates if you do not have an existing Client of Job folder.
The following rules apply when creating folders:
Path and folder names must NOT include any space
The folders must be accessible to all users.
Use mapped drives such as S:\LATITUDE\TEMPLATES\simpleInvTemplate.dotx
25.2.2 Download or Create Sample Word Templates
Sample Word templates are available from the Latitude website. Extract (Unzip) the contents of the zip files and save it in the Templates folder. These are ready to use templates but it also serve as a guide to create your own.
Sample template files are available for;
Invoices - LatitudeInvoiceTemplate1010.dotx
Register Items - LatitudeRegisterDocumentTemplate1010.dotx
Packet sheet - LatitudePacketSheetTemplate1010.dotx
Quote - LatitudeQuoteTemplate1010.dotx
Progress Claim Qty - LatitudeInvoiceTemplateProgressClaimHourlyRate.dotx
Progress Claim Percent - LatitudeInvoiceTemplateProgressClaim.dotx
Statement – LatitudeStatementTemplate0607.dotx