ZetaDocs - How to Update A Template

First, launch the ZetaDocs Client published app from Citrix Workspace.

To update the license, go to tools > options > licensing tab

 

Select the template that you want to edit

Select that attachments that will be included with the email

 

Select the stationery

 

This is what the email looks like before it is sent using ZetaDocs

 

Keep the name the same

Click Finish and allow the template to be overwritten.

 

 

This is where the templates and attachments are stored.

\\clasenqualitycoatings.com\apps$\NAV\ZetadocsTemplates

Details

Article ID: 113694
Created
Wed 8/12/20 2:45 PM
Modified
Wed 10/25/23 9:29 AM