All Categories ​>​ ​Custom Documents

Custom Documents

Commercial Invoices for Export

Introduction. From 1 January 2021 businesses trading with Europe are required to produce commercial invoices for their exports. A commercial invoice for export shall include the following details: 1.…

Updated 3 years ago by David Rustell

Custom Documents - Overview

Introduction. Custom Documents permits users to design their own customised document templates using a document editor. One or many templates can be designed and created to your own presentation stan…

Updated 3 years ago by David Rustell

Enabling Custom Documents

Enabling Custom Documents. Custom Documents is enabled from Company Settings > System Settings. From the ‘System Settings’ tab, tick ‘Enable custom documents?’ Note: Enabling Custom Documents will di…

Updated 3 years ago by David Rustell

Custom Documents - User Permissions

User Permissions. When Custom Documents is enabled all users will have access to print using customised templates setup for their use. To administer Custom Documents, individual users can be granted…

Updated 3 years ago by David Rustell

Opening Custom Documents

Opening Custom Documents. To access Custom Documents for maintenance, provided the user has their permissions set, select ‘Custom Documents’ from the System dropdown menu: The following screen opens:…

Updated 3 years ago by David Rustell

Finding Custom Document Templates

Finding Custom Document Templates. Custom Document templates can be found using the following options: Search. The ‘Search’ button is used to find templates by their ‘Name’ or ‘Record Type’. Entering…

Updated 3 years ago by David Rustell

Custom Documents - Creating a New Template

To create a new Custom Document template, select the ‘+ NEW TEMPLATE’ button to open the following screen: Record Type. Templates are categorised and grouped by their ‘Record Types’. The Record Type…

Updated 3 years ago by David Rustell

Custom Documents - Copy

To create a new template from an existing one use the ‘Copy’ option to create the new template that can be modified to meet your requirements. It is recommended to copy an existing template of the sa…

Updated 3 years ago by David Rustell

Printing to a Custom Document Template

To print a document choose ‘Print and Send’. The following screen opens and the specified default template is preselected. The ‘PREVIEW’ button can be used to preview the completed template on screen…

Updated 3 years ago by David Rustell

Custom Documents - Template Design

New templates can be designed using the formatting tools available in the document editor: The data fields available to templates are associated with the record type selected. For example, only the d…

Updated 3 years ago by David Rustell

Using Custom Fields in Custom Documents

Where Custom Fields have been setup for document headers and document lines, data field selection lists will be automatically extended to include the custom fields when editing Custom Document templa…

Updated 3 years ago by David Rustell

Powered by HelpDocs (opens in a new tab)