Form and Report templates can be created and uploaded by any user with Managers permissions.
Attached are the most common templates most dealers use with us. The forms/reports will need to be modified to suite specific needs
To upload the forms/reports follow the below instructions:-
Click on Tools> View all Tools
Public Folder
A new window will popup> Click on the yellow/gold up arrow
Click on global_area
Depending on what you're looking to upload click on either formTemplates or reportTemplates.
All file downloading, uploading, and deleting can done on this page.
You have to make sure that the excel is named with no spaces and either sales_ or admin_ at the start. If you want everyone to see the document name it sales_x.xls if you only want sales mangers, finance managers and administrators to see it then start the name admin_x.xls
Further information on creating forms and reports can be found in the attached form named sales_training_tag_list.xls.