Shared templates in PrintSmith

Shared templates in PrintSmith
You can now share templates among different PrintSmith computers without manually moving the templates. When you save a new template, you can save it in a Shared Templates folder on the Master computer which gives other users access to the template with File > Open Shared Templates. (If you do not want to share a template, save it in the Templates folder as in earlier releases of PrintSmith.) Shared templates are available in many situations:

  • In the Customer window (SL > Accounts), a new Templates tab is available so you can associate a shared template with an account. By default, this template is available to all workstations, but you can restrict the template to a particular workstation by entering the workstation ID in the Register ID# column. (The workstation ID is set in network preferences: Admin > System > Network.) If you remove a workstation ID from the Register ID# column or set it to 0, the template applies to all workstations. If you want to assign a template to more than one workstation, add the same template again, but specify a different workstation ID.

  • A new Create from Templates command on the Invoice menu lets you create invoices and estimates from shared and local templates. If you indicate that you want to use a shared template, the Select a Shared Templates window opens so you can select the template you want.

  • In a document window, you can click and hold the New Job/Charges button to create a job from a shared template. (If you just click New Job/Charges, the only choice is to create a new job.) The Select a Shared Template window opens so you can select a shared job template. (You can also use this button to add charges to the invoice.)

  • In the Cash Register window (POS > Cash Register Window), you can click and hold the new Quick Job/Charges button to create a job from a local or shared template. (If you just click Quick Job/Charges, the only choice is to create a new job.) If you indicate you want to use a shared template, the Select a Shared Template window opens so you can select template.

  • When creating a new invoice or job, you can choose File > Open Shared Template and select the template you want to use. The Select a Shared Template window opens so you can select the template you want.
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