In a business, certain services just go hand in hand. Instead of taking the time to add these individually to every file, group items or services into Package Templates. Once you've created a few, use them to build your Invoices, Proposals, and Brochures with a just few clicks, adding that set of items in one fell swoop! You can always edit them once they've been added to a file.



To create a Package Template:


2.  Select Templates from the menu.

3.  Select Package from the list of Template options.

4.  Click the tab on the left side of the screen to open the File Drawer, then click Add Template.

5.  Click on the title to update the name of the Package.


  • Create a brand new item by typing in the item name





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