PDF Templates overview
The PDF Templates is a searchable page that displays a list of all PDF Templates.
🗒️ Note: Administrator and Power User can access Document templates. Please review the roles for each user type prior to commencing.
Locating this section in app: Account Settings > Document Templates
Search PDF Templates
PDF Templates can be search by PDF Templates name.
Create a template
Select the
Create templatebutton to creating a new PDF Template.
Template statuses
Statuses that you can come across:
Read-only - Factory templates that can be duplicated and have their design changed.
Default template - templates set for each document type.
Inactive - created templates that are not set as default templates.
Coming soon - templates that are still being developed.
🗒️ Notes:
There is always one template assigned as the default template for each document type (Invoice, Partial Invoice, Delivery Docket, Proforma Invoice, Purchase Order, Quote, Run Sheet, and Work Order)
Factory default templates cannot be archived.
Creating a new template
To create a new PDF Template, follow these steps, or take a moment to watch the short video.
Select
Create templatewithin Document templateChoose from the available document templates presented, then select
Create new template
Start dragging components and adjusting font style, alignment, column size, or background colour
Finalise the template, then
Publish
🗒️ Notes: closing the window while creating or editing a Template will not save the progress.
Creating new template (Video)
Managing PDF templates
Select the kebab/other options menu (beside each Template)
Select archive/unarchive, duplicate, edit, or set a Template as default.