- To Edit a Quote, Invoice, Rate Breakdown, Job or Rates report, click ‘Design’ in the main toolbar, then click ‘Edit’
- Change the report template in the HTML editor.
- The report is re-generated as you edit the template. If there is an error in the CostMiner mark-up, the error message will be displayed on the right-hand side instead of the report. Clicking the message will put the cursor at the location of the error in the template.
- To rename the design, change its name in the text box in the main toolbar.
- To save the design, click ‘Save’.
To return to the Viewer mode, click ‘Close Editor’.