A guide into stress-free product compliance

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ADMIN settings - Create a template

In order to use identical text for your invitations to different suppliers, you can create appropriate templates.

Click on the wrench at the top right. Select Company account and then press the button Create a new template in the Templates tab.

ProductIP menu company account

My account - templates

Create new template

Assign a name and create your text. Use the variables that automatically insert the name of the recipient, for example. You can preview the document to check it.

Template dialog

The templates can be changed or deleted at any time.
When using the INVITE function, the different templates are selected via a drop-down menu.

Document request dialog


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