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How to Create a Custom Brochure in Accounting Software
Introduction to Custom Brochures
- The session focuses on creating a personalized brochure using accounting and tax software, emphasizing the importance of customization for business needs.
Accessing Standard Templates
- Users can find a list of standard brochures provided by the software under the "Structure" menu.
- It is recommended to duplicate an existing standard brochure rather than starting from scratch for efficiency.
Duplicating Existing Brochures
- To create a custom brochure, double-click on an existing one and select "Edit" then "Duplicate."
- A prompt will appear asking for the name of the new custom brochure; clicking "OK" saves it.
Modifying Your Custom Brochure
- Users can remove unnecessary sections or rearrange them using arrows located at the bottom left of the window.
- New sections can be added by clicking on the "Add" button, allowing users to include various document types such as Word, Excel, or PDF files.
Adding Layout Files
- When adding layout files, users must specify whether they are standard documents included with installation or user-created documents.
- Selecting standard documents leads to a thematic list where users can check desired items before integrating them into their custom brochure.
Finalizing and Setting Default Brochure
- Once finalized, users can set their custom brochure as default through "File," then "Company Settings," selecting it from the dropdown menu.
- This ensures that during data entry or other processes, this customized version is utilized automatically.