About Report Templates

UDA Report Templates provides standard templates for documents, estimates, schedules, reports, etc. to help you produce professional documentation with ease. These templates will automatically include the contact, project, and company information where appropriate. Template documents will save to the appropriate project location, providing a complete record of documentation and correspondence.

Using templates
If you are logged in to ConstructionSuite as an administrator, you can revise and format the master copies of the templates to fit your company needs. 

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite.

2. Click the Contracts tab.

3. Click Report Templates in the folder tree on the left side of the interface.

4. Right-click on the template you wish to permanently modify.

5. Select Edit Template. The template will open in the designated program.

6. Make any necessary changes to the template.

7. Click Save, and then Close File  in the File Tab on the toolbar.  You will now be able to access the modified templates from Contracts tab in ConstructionSuite.

& NOTE: Modify templates only if you want to permanently change a template and access the modified template every time you use Document Management. Any modifications you make to the master templates will overwrite the standard templates provided with ConstructionSuite. 

IMPORTANT: Do NOT use Modify Template to make changes to a document that you will only use once.