- What are the differences to the old design?
- What can I do with the template for all documents?
- Where do I define document-specific settings?
- How do I create a new template?
The table below shows the differences between the new and the old document design:
|Description||Old document design||New document design|
|Appearance of PDF and online view||PDF and online view look different from each other||
Both document types look the same.
|Preview while editing the template||Unavailable||Changes immediately visible.|
|Insert your own logo||Available||Available|
|Recipient address position||Horizontal and vertical positioning only||Flexible positioning|
|Colors||Only applicable to the entire document||Individual colors for text, title and lines|
|Background image / logo paper||Logo paper can be uploaded||Background can be uploaded|
|Records||Standard fonts available, others can be uploaded.||Select and use over 800 fonts immediately.|
|Show or hide header||Unavailable||Available - you decide which fields are displayed and which are not.|
|Show or hide column headers||Unavailable||Available - you decide which column headers are displayed and which are not.|
|Show or hide data in the footer||Unavailable||Available - you decide which fields are displayed and which are not.|
You can upload your own logo.
You can choose individual pre-set or self-defined colors for the title, the lines and the text.
The animation below shows you which elements you can show or hide.
Background / fonts / margins
You can upload your own background image (formerly logo paper) in PDF format, and customize the font, font size and margins.
If you want to use a different font than is already shown, click on "Manage fonts" to choose from over 800 pre-installed fonts.
Position of the recipient's address
The recipient's address can be moved to the left or right and up or down. If you don't change the position of the address, it will be adjusted automatically to fit a standard C5 envelope.
If you click on "Settings for", you can make document-specific changes that are only applied to this type of document. You can use the document types "Customer account statements", "Quotes", "Orders", "Invoices", "Delivery notes", "Credit notes" and "Purchase orders".
Header, columns and footer
Click on the appropriate fields to decide what information should be displayed in the header, the footer or the columns. The big advantage is that you can immediately see how the finished document will look in the preview.
If you see warning triangles in the footer, this means that some of your company information is missing. You can supply this information under "Settings" - "Company profile & logo". Find out more about company profiles in the post "What settings can I define under "Company profile & logo"?".
Final page of document
When you want to add a final / last page to your document, this can be uploaded directly. For example, you might want to notify your customers of your Terms and Conditions or provide other information about your company.
In the following GIF you can see how to create a new document template.
Under "Settings" > "All Settings" > "Features and Modules" > "Document types - default settings" you can choose which template you wish to use for each type of document.