How do I change the template of a subscription?

There are two ways to change the template of a subscription, from the Print Subscription screen and from the Settings widget.

1. Follow these steps to change the template of a subscription from the Print Subscription screen:

This is a temporary change and is available only until the subscription is printed.

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Subscriptions module.
4. Open the subscription, you want to print
5. Click the More button.
6. Click the Print button.
7. Select the template you want from the list of available templates.
8. You can use one of the below options to:
   • Edit & Export - You can edit the subscription and export it to your local system.
   • Email with PDF - You can email the subscription record as a PDF to the contact.
   • Print - You can print the subscription and keep a hard copy.
   • Save as PDF - You can save the subscription as a PDF on your local system.

 

2. Follow these steps to change the template of a subscription from the Settings widget:

This is a permanent change and will be applied to the subscription immediately.

1. Click the Menu icon.
2. Go to the Inventory tab.
3. Select the Subscriptions module.
4. Open a subscription.
5. Go to the Settings widget.
6. Click the Template applied drop-down.
7. Select the template of your choice.

The template will be applied to the subscription instantly.

To know more about Subscriptions, click here.