Custom Documents - User Permissions

User Permissions

When Custom Documents is enabled all users will have access to print using customised templates setup for their use.

To administer Custom Documents, individual users can be granted access to create, edit and manage the templates by ticking the following user permission:

Custom Documents User can configure custom documents.’

When the user permission is enabled ‘Custom Documents’ is displayed as an option in the System dropdown menu:

Note:    If ‘Custom Documents’ is not enabled from Company Settings > System Settings, the ‘Custom Documents User can configure custom documents.’ permission is not displayed in the users lists.

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