FAQs in this section
What do you mean by Quality Audit in Vtiger CRM? How do you access the Quality Audit module in Vtiger CRM? What do you mean by Audit template in Vtiger CRM? What do you mean by Audit Forms in Vtiger CRM? What do you mean by Audit Insights in Vtiger CRM? What are Articles in Vtiger CRM? How are Articles better than FAQs? Is the Articles module available for the Sales Starter edition? Is the Articles module available by default in the CRM? How do I install the Articles module? Where will my articles appear after publishing? How do I change the appearance of the Help Center from the Articles module? How do I create an article? How do I see if my article will appear on the Help Center before publishing? How do I add an article from the Cases module? How do I create an article using Quick Create? In which status should I create my article? How do my customers view my articles if it is in the Draft status? Should I meet any pre-requisites before I create an article? How do I add screenshots to an article? How do I add external links to an article? How do I save the changes made to an article? What is the Card View in Articles? What can I do in the List View of the Articles module? How is the Article's Summary View different from other modules? How do I add a brief introduction to an Article? How do I import Articles from my system to the CRM? How do I export the articles from the CRM? How do I print an article? How do I see views recorded on my article? How do I see the rating of my articles? Is it mandatory to install the Articles extension? When I click the Do button from Articles' Summary View, it is not showing anything. Why? How do I access the Help Center link from the article?
How do I change the template of an article?
Table of Contents
Follow these steps to change the template of an article from the print invoice screen:
Note: This is a temporary change only until the article is printed.
- Click the Main Menu.
- Go to the Support tab.
- Select the Articles module.
- Open an article.
- Click the More button.
- Click the Print icon.
- Select the template you want from the list of available templates.
- You can perform the options below:
- Edit & Export - You can edit the article and export it to your local system.
- Email with PDF - You can email the article record as a PDF to a contact.
- Print - You can print the article and keep its hard copy.
- Save as PDF - You can save the article as a PDF on your local system.
The template is applied to the article instantly.
To learn about the different templates offered by Vtiger CRM, click here.
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment