Within Climapulse you can use different templates. There are note templates (text on the work order) and email templates (text when sending the documents).
The templates can be configured via Configuration > Assignments and actions. Here you have the option to create new templates, or to change/delete existing templates.
To import a template, first create a new template.
At the top, you will see the options to import or export a template. To import, click on Import. Then choose the desired file and the template will be loaded. Click Save and the template will be saved and ready to use.
To export a template, open the template and click Export. Save the template in your desired location, and you’re done.
