Stationery Templates

Template

The name of the template. This is shown in the printer window; you can have many templates to choose when printing documents

Doc. name

The name of PDF files. Right click in this field to see the options to add to the file name. In the example above, the PDF name will be saved with the client name, the type of document, the number of the document and the date of the document. You don't have to use these options, these can be overwritten

Version

The number of revisions to the template

Is Active

Tick if you want the template as an option to select when printing documents. If not ticked it will be saved, just not accessible to use for printing

Default template

When selected, the template is chosen as the default for documents

Public template

When selected all users can choose the template

Load quoted

This is used on the 3 and 4 column invoice templates, it loads the amount from the quote on the job

Load prev. billed

This is used on the 3 and 4 column invoice templates, it loads the previous amount billed on the job

Print service fee after gross total

This prints the service fee after the gross Total instead of before

Page setup

Select the size of the page to print on and select the margins for the page

Orientation

The orientation of the page setup

Section Layout

You can add sections, remove them and move them up or down

Print on new page

Select this if you want the highlighted section to print on a new page

Name and section margins

The name of the section and margins for the highlighted section

Set colours

You can set the background colour of the section and the colour of the lines

Only print if

You can select a section to print only if it has certain information in it; a job order number for example

Print from bottom of page

Select this if you want the section to print at the bottom of the page

Fields

These fields are information fields that appear in documents; these are are added to sections to print