Detail Report Templates - Upload Instructions
- Login to Corecon as an Admin.
- Click Settings (Gear Icon) at the top of the Main Menu.
- Click Templates and Reports | Detail Report Templates.
- Click the 'Upload' button.
- Select the Corecon Feature for the Report Template.
- Enter a name. This is required since there can be multiple templates for any given feature.
Note 1: When uploading a template, the name can contain a ":" to indicate that the preceding part will be used as the name of the file when printing. For example, template names such as "PO:Materials Only" and "PO:Rental Equipment Only" will both have "PO" as the name of the printed file.
Note 2: The file name can not have any punctuation marks.
Note 3: The file extension must be *.doc or *.dot format. - Click the Browse button to select the Word Template file.
- Click the Upload button.
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