Monday, November 07, 2005

Templates in a multi-user environmet

Greg on the alt.comp.software.financial.quickbooks newsgroup had the following comment about Small Business Accounting:
> Oh, here's another thing... document templates (invoices, quotes, etc.)
> exist as separate files and need to be distributed to every machine on which
> they're used.


This is a great point. There are two solutions to this one:
  1. Create a central fileshare that contains templates used by your company.
  2. Email the templates required to those who need them.
In both cases, to use the templates, users will have to copy them to the templates directory on their own PC -- not a huge problem. A better template sharing story is probably in order, but the reality is that it's not like the whole company needs the templates -- typically it's less than a handful of employees that are printing quotes or invoices.

2 Comments:

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At 11:10 PM, Blogger yamini said...

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