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Product Ideas

Templates: PDF Style - Include All practice users option





4 Posts

Regarding PDF style templates.


In the original New Essentials you have the 3 options of access to a template (only i have access, all practice users have access or all users have access), in the new (Pro & Lite) essentials you only have 2 options (only i have access or all users have access).


We should be able to select that only pracetice users have access as well.  My reason being that we as a practice put our logo and disclaimers on our reports that are sent to our clients and to anywhere else that our clients request for reports to be sent.  If we allow all users to have access this means they can put our practice disclaimer and logo on reports and say they came from us.


"User access addition to PDF style template"