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return to Support Centre

Adding Specific Templates for Users

You may want your engineers, sales team or customers to be able to save a template as a PDF and then print that document. To enable this, follow these steps.

These steps will need to be completed in the main Clik Service software.

First, go to Settings > Clik Remote > Manage Users & Settings.

Next, double-click on the user you want to be able to use the template. This will then open the Clik Remote setup wizard screen. Click Next > Add Print Template.

Select your desired template and select ‘Ok’.

Finish by clicking Next > Save Wizard > Close Wizard.

This is part of the Clik Remote user setup, see the full steps for setting up users here.

Clik Remote

Clik Remote

Staff & Users

Unlocking Suspended Accounts
Clik Remote

Clik Remote

Staff & Users

Setting Up Site Users

Staff & Users

  • Setting Up Remote Users
  • Setting Up Dashboard Users
  • Setting Up Site Users
  • Adding Specific Templates for Users
  • Unlocking Suspended Accounts

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