Doc Designer
By Heather1 author36 articles
Getting started and managing templates
An overview and the template lifecycle in Doc Designer: create, export, import, preview, publish, default and delete.
- Doc Designer overviewFind out which documents you can design in Unleashed, which templates are included and what Doc Designer can do.
- Create an editable Doc Designer templateDuplicate a Classic, Formal or existing template so you can customise your own copy.
- Create a blank Doc Designer templateStart a new template from scratch with no pre-populated components, text or images.
- Export a Doc Designer templateDownload a template as a JSON file so you can reuse it in another Unleashed account or transaction type.
- Import a Doc Designer templateUpload a JSON file to add a template from another account or transaction type.
- Preview a Doc Designer templateCheck how your template looks with real transaction data before you publish it.
- Publish a Doc Designer templateMake your template changes available when you print or email documents, or discard changes you don't want.
- Set a default Doc Designer templateChoose the template Unleashed uses by default when you print or email a type of document.
- Delete a Doc Designer templateRemove a template you no longer need and see what happens to documents that use it.
Design your template layout
Build and format a Doc Designer template: page settings, components, formatting, lines grids, address lines and serial and batch pages.
- Set the font, page size and orientation in Doc DesignerChoose the default font, paper size, orientation and margins for a template you've created.
- Add a component to a Doc Designer templateDrag text, logos, images, data fields and grids onto your template, then position and resize them.
- Doc Designer Toolbox componentsSee what each Toolbox component adds to your template, from logos and text to company, audit and other data.
- Format a component in Doc DesignerChange the font, colours, borders and alignment of a component, or edit the text in a label.
- Choose the columns in a Doc Designer lines gridShow, hide, rename and reorder the product line columns that print on a document.
- Remove blank address lines from a Doc Designer templateHide empty address fields so your printed addresses have no gaps.
- Print serial and batch numbers on a separate pageAdd a page of serial or batch numbers, with optional barcodes, to documents printed from a template.
Add specific information to your documents
For adding common details to templates: payment details, proforma title, supplier codes, component products, backorders, attributes, barcodes, Purchase Order costs, units of measure, comments, print name, currency and packing slip line order.
- Add payment details to a Doc Designer templateShow your bank or payment information on Invoices, Sales Orders, Sales Quotes or Purchase Orders.
- Create a proforma invoice templateChange the invoice title so printed and emailed invoices say Proforma Invoice.
- Add supplier product codes to a Purchase Order templateShow each supplier's own product code on the Purchase Orders you print or email.
- Show component products on Sales Order, Invoice and Packing Slip templatesPrint the components of an assembled product on your sales documents.
- Show backordered quantities on Sales Order and Invoice templatesAdd To Ship, Shipped, To Invoice and Invoiced columns to your printed Sales Orders and Invoices.
- Add product attributes to a Doc Designer templateShow up to three product attributes, such as Model or Country of Origin, on your documents.
- Add barcode images to a Doc Designer templateShow a product's barcode as an image on your printed documents.
- Add cost lines to a Purchase Order templatePrint the additional costs on a Purchase Order, and include them in the order total.
- Show multiple units of measure on Doc Designer templatesPrint the purchasing unit and base unit quantities on Purchase Orders, Supplier Returns and Labels.
- Add comments to a Doc Designer templateShow the comments from a transaction on the document you send or print.
- Add an alternative name to a Purchase Order templateShow a different document name on your printed Purchase Orders.
- Add the currency code to a Doc Designer templateShow the customer or supplier's currency on your documents, and find out how currency symbols work.
- Sort transaction lines in sequenceFix line numbers that print out of order on a template.
Choose templates and fix problems
Choosing which template a document uses, set customer and supplier defaults, and troubleshoot common template problems.
- Choose which Doc Designer template a document usesFind where to select a template on each type of document, and which template is used if you don't choose one.
- Set default Doc Designer templates for customersChoose the templates a customer's quotes, orders, invoices and other documents use by default.
- Set default Doc Designer templates for suppliersChoose the Purchase Order and Supplier Return templates a supplier's documents use by default.
- Fix cut-off text on templatesShow the full line comments or product descriptions on printed and emailed templates.
- Fix layout problems in a Doc Designer templateSort out components that print out of position, overlap or hide each other.
- Fix Doc Designer changes that don't appear on documentsFind out why template changes aren't showing when you print, or why you can't edit a template.