Markup Template - PDF Template Creator

Markup Template - PDF Template Creator

Overview

The ‘PDF Template Creator’ allows users to configure and change their own templates related to:
  1. Quote Letters
  2. Invoice Letters
The ‘PDF Template Creator’ is available under ‘Admin/Application’ menu:



Or from under ‘Admin/Configuration/Customise’:


This opens the ‘Manage Reports’ board.
There are various filters to select or review PDF reports


  1. Select Types – quote or invoice
  2. Select Site – the sites which have been set up in your application
  3. Search for specific names
  4. Active or Inactive
  5. Locked or unlocked

A locked report is grey and not accessible with the lock sign in front:


Reports can be locked/unlocked.

History is always available, but the “Preview” option is only available for unlocked reports.
All reports can be edited via the Edit icon:


Creating a new Report (Quote/Invoice)

Select the following on the top plus sign:


Select the ‘type’ of report to create:


Each report can be set for a specific site(s):




Details – Header – Body – Footer – Preview & Save

Details

From the first tab, ‘Details’, enter the name of the template and select the ‘Site’ to link it to:


Select an option from the screen (examples shown are from a ‘Quote’ template):  


As you change selection, the preview on the right will update:



Body

Move to the next tab to select the ‘body’ of the template:


Move to the next tab to select the ‘footer’ of the template:


There is a Quote Footer field on the Site Details screen where a line of code can be added and displayed in some of the quote footer options.
This can be used on Quote Footer component options 1, 2 3 and 5.

Site Details screen with field for Quote Footer line of text:


Below is an example of the code to be entered in this field:
  1. <div style="margin-bottom:10px;">TEXT FOR THE FOOTER IS PLACED HERE. Used when an extra line of text is required in the quote footer..</div>

Preview & Save

Finally move to the preview tab. This will show the result of the report created with the previous selections.
Additional adjustments can be made to the fonts and colours in each section:



In the top right an existing Quote, Invoice or Job number can be entered to see an ‘real’ preview.
This will pull the actual details from the entered option:



Changing basic styles, colours and options:

Fonts and colours used can be changed to suit your own brand:



All fonts and colours can be changed except the tables borders these will stay grey.
The colours can be selected in the colour frame, or the colour code can be entered.


Page Counter control

We have added a ‘Page Counter’ controller giving users 3 options for page counter placement:



Default – places the page number into the default position on the template

Hidden – this option hides the page counter from the template entirely

Custom – gives users the ability to place the page number wherever they wish on the template

Format
{Page} of {TotalPages}

The above wording can be adjusted. 
For example, the page counter can be adjusted to display differently. The below example displays as ‘1 of 3’ on the template if a document has a total of 3 pages. 

If it were changed to {Page}/{TotalPages} it would display as 1/3 on the template.





HTML

Each option can be manually editable in HTML, however you need some basic knowledge what to adjust.
Hovering on the ‘i’ icon will display information on different CSS classes that can be added to your HTML elements for theme options to take effect:




The code on templates can be ‘Reset’ to original state by clicking the ‘Reset HTML’ button:



Model

The ‘View Model’ option displays data that can be applied to the templates, and the placeholders that can be added to the templates, for the different reports:




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