Danalix Knowledge Base
  • English
  • French
Go to website
Back
Articles on:Templates
Our rich template repository provides you with many pre-existing (default) templates, as well as gives you the ability to create your own.

Categories

  • Administration
  • Trust Reports
  • Clients
  • Matters
  • Calendar
  • Files
  • Bank Transactions
  • General Reports
  • Tax Reports
  • Templates
  • Precedents
  • Activities
  • Invoices & Billing
  • Danalix Dashboard
  • Communications
  • Payroll
  • Time Tracker
  • Firm Analytics
  • News Feed
  • Insights
  • Delete Trail
  • Templates
    About Templates Our rich template repository provides you with many pre-existing (default) templates, as well as gives you the ability to create your own. Benefits of the template repository: Create a new template Duplicate and View templates Send templates to clients Delete templates Edit templates How to Create a Template Go to: Templates sidebar menu > on the template summary screen, click the create template link > on the add template screen, complete the fFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
© 2026Danalix Knowledge BaseWe run on Crisp Knowledge.