You can format each component in a template separately. Formatting you set on a component takes priority over the template's default font. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.
Format 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 component you want to format in the template layout.
Click the Component tab.
Change the style options you need. For a full list, see the table below.
Click Save Now, then click Publish.
đNote: The Component tab only appears when you select a single component.
Component style options
Option | What it does |
Font Name | Sets the component's font: Arial Unicode MS, Cambria, Times New Roman or Verdana. This overrides the font set in the Template tab. |
Font Size | Sets the font size from 6 to 20. This overrides the size set in the Template tab. |
Font Colour | Sets the text colour using the colour selector. Click Clear to go back to the default. |
Background Colour | Sets the component's background colour. Click Clear to go back to the default. |
Order | Sets the component's layer: Bring to front, Send to back or Default. |
Text Style | Applies bold, italic or underline to the text. |
Border Style | Sets the border line style: Solid, Dot, Dash or Blank. |
Border Width | Sets the border width from 0 to 3. |
Border Colour | Sets the border colour. Click Clear to go back to the default. |
Text Vertical Align | Aligns the text to the Top, Middle or Bottom. |
Text Horizontal Align | Aligns the text to the Left, Center or Right. |
Text Orientation | Rotates the text: Rotate Left, Rotate Right, Upside Down or Blank (standard). |
Change the text in a label
Add and update custom text on a 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.
Click the Toolbox tab, then drag the Text component onto the layout.
Click the New label component, then click the Component tab.
Edit the text.
Click Save Now, then click Publish.
