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Document Templates

Lime CRM comes packaged with Document Templates by default and this documentation contains the details.

The templates handled in Document Templates are only available in the Lime CRM web client.

Features

  • Uploading and managing templates in the Lime CRM Web Client.
  • Generating documents and spreadsheets based on templates.
  • Migrating Lime CRM Desktop Client templates to the template format used by Document Templates (limited support).