Choose templates and fix problems
Choosing which template a document uses, set customer and supplier defaults, and troubleshoot common template problems.
By Heather1 author6 articles
- 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.