Quick start
Last updated
Last updated
To add a new template, click the New button in the Document Templates app.
Unlike other programs that use a word processor-style editor, the Document Template Builder allows you to build documents block-by-block. This makes it easy to control template design and layout intuitively.
The Template Designer consists of two areas.
Component tab: Allows you to add components to the template.
Setting tab: Change the template properties.
The Component List allows you to add components to the template, and change the template properties.
Components are design elements like text, images and tables.
You can configure the properties of each component.
The Text element's properties pane has a button to insert data from a field.
| Item | Description | Req. |
|---|---|---|
The Canvas is the area where the components are arranged according to your design.
Target Object
Specify the object on which the document is based.
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Template Name
Specify a name for this document template.
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File Name
Specify a name for saved PDFs of these documents.
Versioning
The version number you specify will be appended to the filename.
Image
Resizes images in formula fields.
PDF margin
Specify PDF page margins. Note: This should be at least 10mm if you are using headers or footers in the template.
Enable Email Form
Allows users to email the PDF to contacts, directly from the PDF preview window.
