Template documents for are stored in the Templates folder in Google Drive.

There are general templates for a

  • Quote
  • Invoice
  • Confirmation
  • Project Evaluation

You can make specific templates for each department of your company. You will find find a subfolder for each department in the Templates folder. Place the document template you created in the folder of your preferred department. If someone from this department generates a document in VOGSY, then this specific template will be used instead of the general template.

Edit a template

1. Enter your Google Drive. You can do this from VOGSY by pressing the drive logo

Access Drive

2. Go to the main VOGSY folder

Select main VOGSY drive folder

3. Select the Templates folder

Select Templates folder in Drive

4. Select the template you wish to edit

Select template document in Drive

5. Mind that the text between {{ and }} will be filled with specific information from VOGSY

Edit the template in Google Docs

6. Place the template document in the folder of a specific department or leave it in the main folder to serve as a general template for your company

Select department folder for template document


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