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Create a blank Doc Designer template

Start a new template from scratch with no pre-populated components, text or images.

Written by Heather Worthington

You can create a blank template when you want a completely custom design. A blank template has no components, text or images, so you choose everything that appears on your document.

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click the transaction type you want to design, for example Purchase Orders.

  3. In the Document tab, click New.

  4. In the New Template Name field, enter a unique name for your template.

  5. Check that the correct transaction type is selected in the Document drop-down menu.

  6. Click Create.

Create a blank Doc Designer template to customise from scratch.

Your blank template opens, ready for you to edit.

🤓Tip: To build your design, add components from the Toolbox tab. If you'd rather start from an existing design, duplicate a template instead.

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