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Assigning Individual Layouts

By default Totals will use the configured default layout for new documents. You can also set a default layout for each individual client and supplier.

To set a default layout for a client or supplier

  1. Select Contacts from the left source list.
  2. Select a client or supplier.
  3. Select the Custom tab in the right pane.
  4. Activate the checkbox Override default layout in the Customize section.
    The popup list under the checkbox will be enabled now.
  5. Choose a layout name from the popup list.
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