You can use the Doc Designer to create a new template or modify the default templates provided by Unleashed. Once you create a new template or duplicate an existing template, the Template and Toolbox tabs will be displayed and you can use the advanced features to customize your templates for the following documents:

• When using the Doc Designer - Unleashed provides you with some default templates which cannot be changed. In order for you to customise the document to suit your requirements, you simply need to Duplicate one of the Default Templates. Please see below an example of Duplicating an Invoice document type: 

• This will then provide you with the chance to create your own template name: 

• Once you have entered in a name, select "Create". 
• You will then have options to customise your document and to drag and drop the fields you require from the "toolbox" tab into the document layout on the left hand side. 

Template tab

• You can select the default font name and size which will be used for all components in the template.
• To print serial or batch numbers on sales orders, invoices, ship notes, picklists, assemblies, packing slips, and warehouse transfers, you can select the Include Serial Numbers or Include Batch Numbers checkboxes. These are enabled by default for ship notes and picklists.
• Paper Size - A4, Letter, or Custom
• Orientation - Potrait or Landscape

Custom Sized Templates

You can adapt custom sized templates to fit many types of use, such as address labels, assembly job cards or custom labels:

Toolbox tab

The Toolbox tab contains all the different components and data fields you can add to the document. You can drag and drop them on the template. You can then re-size and arrange them according to your preferences. Once a component has been added to the document, you can customize it by clicking on it and navigating to the Component tab on the right. This contains specific fields related to the component that you can customize. 

• Text - Text field that you can create and customize. These are typically used as labels.
• Company Logo - Use this component to add your company logo.  
• Image - Image component from Company Settings (up to 4 can be added)
• Line - add a horizontal line to your template and size as appropriate
• Footer - add a footer to each of your template pages
• Header - add a header to each of your template pages
• Page Number - add pages numbers to your template (format is Page X of Y)
• Grid - Grid component which contains all information pertaining to a document; i.e. Invoices will have Invoice Line Grid (and Remaining Lines Grid), Orders will have the Order Lines Grid and Purchase Orders will have a Purchase Order Lines Grid and the Charges grid. The Charges grid is available on the Sales Order, Sales Invoice, Credits and Quote templates.
• Remove Blank Address Lines - drop this component onto your address area and drag it across the component to remove any blank address lines within the boundary of the container.  Please note:

  • this function supports address groups with two columns only, with the first column being labels and the second column being the data bound to that label

  • The top positions of both columns must be aligned with each other

  • If the address field(s) exceed the boundary of the container area, they are not considered part of the address group

  • This function is available for address fields in the template body and is not available in the Header or Footer areas

The rest of the available components depends on the type of document you are working on and will typically contain:

• Company Data - Company name, phone numbers and addresses.
• Address Data
• Customer/Supplier Data
• Audit Data - created on, created by, updated on etc

Component tab 

The Component tab is available for the grid areas on all templates.

• The Type and Grid Name fields are read-only.
• You can select the required column settings in the Column Control area.
• The fields available in Column Control will change based on the selected template. 
• Click on the column you want to include in your document and select the Visible check box.
• You can include upto three attribute values.
• You can specify Border style, width, and color values.

Printing Serial and Batch numbers

To print your serial and batch numbers on a separate page, tick the print options on the template tab.

Note:  this option prints the serial and batch numbers on a separate page.  

To print your serial and batch numbers and batch expiry dates "inline", select the appropriate LinesGrid on your order, invoice or picklist template and scroll through the column control to "SerialNumbers" and "BatchNumbers".

Check the "Visible" box against these columns.

To print the batch expiry, check the box alongside "Show Batch Expiry"

Example result:

Publishing Document Templates

Once you have customized your existing template, you can publish the changes.

1. Modify your template as required.
2. Click Publish. You will only be able to view the new modified template in your printed documents after you publish them.
3. To start over, click Discard Draft.