Components are the building blocks of a template, such as your logo, a line of text or a detail from the transaction. You drag them from the Toolbox tab onto your layout, then move and resize them. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.
Add a component
From the main menu, click Settings, then click Doc Designer.
Click the transaction type you want to edit, for example Purchase Orders.
In the Document tab, use the Template Name drop-down menu to select the template you want to edit.
Click the Toolbox tab.
Find the section that contains the component you want, then drag the component onto the template layout, placing it in your desired location.
đNote: The components you can add depend on the transaction type. You can't add a component from one transaction type's template to another if it isn't already in that Toolbox. To find a component, see Doc Designer Toolbox components.
Move and resize components
Select a component in the layout, then drag it to a new position.
Highlight several components to move them together as a group.
Drag the corners of a component to resize it.
đ¤Tip: To change a component's font, colour or borders, see Format a component in Doc Designer.
Delete a component
To remove a component from your template:
From the main menu, click Settings, then click Doc Designer.
Click the transaction type you want to edit, for example Purchase Orders.
In the Document tab, use the Template Name drop-down menu to select the template you want to edit.
Select the component you want to remove on the template layout.
Click the Component tab.
Click Delete Component.
Click Save Now, then Publish.