Doc Designer lets you design how the documents you print or email from Unleashed look, such as Purchase Orders, Invoices and Packing Slips. You can add your logo, choose which details and columns appear, and keep a different template for each type of document.

Use this overview to find the document you want to design and the article that shows you how.

Open Doc Designer

To open Doc Designer, click Settings in the main menu, then click Doc Designer. Select the transaction type you want to design. Templates are saved separately for each transaction type.

Documents you can design

Doc Designer has a template area for each of the transaction types below. Some types only appear when a setting is turned on in your account.

Transaction type	Required setting
Purchase Orders	Always available.
Supplier Returns	Always available.
Warehouse Transfers	Always available.
Assemblies	Always available. These templates are also used for Disassemblies and Bills of Materials.
Sales Quotes	Sales Quotes must be turned on.
Sales Orders	Always available.
Invoices	Order Management must be turned on.
Picklists	Order Management must be turned on.
Combined Picklists	Order Management must be turned on.
Packing Slips	Always available.
Ship Notes	Order Management must be turned on.
Credit Notes	Always available.
Labels	Always available. For label templates, see Label Printing.
Commercial Invoices	International Commerce Codes must be turned on. For details, see International Commerce Codes.

📌Note: To check or change these settings, go to Settings > Company > Configuration.

Templates that come with Doc Designer

Every transaction type starts with ready-made templates:

Classic: A standard business format.
Formal: A professional corporate layout.
Unleashed Default: The internal template Unleashed uses when you haven't chosen a default template for a transaction type.

You can't edit Classic, Formal or the Unleashed Default templates. You also can't export or duplicate the Unleashed Default template. To make a change, click Duplicate to create an editable copy of Classic or Formal, or click New to create a blank template.

What you can do in Doc Designer

Create an editable copy of an existing template.
Create a blank template, or import a template from another account.
Set the font, page size and orientation of a template.
Add components such as your logo, text, images and data fields.
Choose the columns that appear on product lines.
Publish a template and set it as your default.
Choose which template a document uses.

Limits to know about

.webp image files aren't supported in Doc Designer. Don't use .webp files as a product's default image or default label image.
You can't embed hyperlinks in templates.
You can't add a component from one transaction type's template to another if it isn't already in that transaction type's Toolbox.
If you downgrade to the Lite plan, you lose access to your custom templates, apart from custom Labels and custom Commercial Invoices.
Doc Designer templates can't be exported to a 3PL using the Data Exporter.

Document tab options

The Document tab is where you create and manage templates for a transaction type.

Option	What it does
Document	Shows the transaction type the template is for, for example Sales Orders or Assemblies.
Template Name	Shows the unique name of the template. Use the drop-down menu to switch between templates.
Default	When selected, the template is the default for new documents of this transaction type.
New	Creates a new blank template.
Rename	Changes the name of the current template.
Duplicate	Creates a copy of an existing template.
Export	Downloads the template as a JSON file.
Delete	Removes the template from Doc Designer.
Import Template	Uploads a template from a JSON file.

Next steps

Now that you know what Doc Designer includes, you can:

Create an editable Doc Designer template.
Add a component to your template.
Publish your template so you can use it on documents.

Doc Designer overview