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Add product attributes to a Doc Designer template

Show up to three product attributes, such as Model or Country of Origin, on your documents.

Written by Heather Worthington

Attributes add extra reference details to your products, and you can show them on your documents. A template can show up to three attributes in the lines grid. Before you start, make sure you've created an Attribute Set and applied it to your products. For details, see Attribute Sets.

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

  2. Click the transaction type you want to edit, for example Invoices.

  3. In the Document tab, use the Template Name drop-down menu to select the template you want to edit.

  4. Click the lines grid component in the template layout, then click the Component tab.

  5. In the Column Control section, find Attribute1 in the Headers field, then select the Visible checkbox.

  6. In the Attribute name field, start typing the attribute's name, then select it from the list.

  7. In the Header name field, enter the name you want to show on the document. We recommend using the attribute's name.

  8. Click Publish.

To include more attributes, repeat steps 5 to 7 for Attribute2 and Attribute3.

📌Note: Each document shows the attribute value from the product record. If a product doesn't have a value for that attribute, the column is blank for that product.


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