Doc Designer
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George Sutton
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Customize a Doc Designer template
Use Unleashed's Doc Designer to create and manage multiple templates designs for each transaction type provided by Unleashed.
From Unleashed's main menu, got to Settings, Doc Designer and the following transaction options will be available to create and manage templates:
- Purchase Orders
- Supplier Returns
- Warehouse Transfers
- Assemblies
- Sales Quotes
- Sales Orders
- Invoices (when "Order Management" is enabled)
- Picklists (when "Order Management" is enabled)
- Combined Picklist (when "Order Management" is enabled)
- Packing Slips
- Ship Notes (when "Order Management" is enabled)
- Credit Notes
- Labels (see Label Printing)
- Commercial Invoices (see International Commerce Codes)
By default, each transaction type will include two templates; Classic and Formal, which cannot be edited or customized. However, these templates can be duplicated within Doc Designer to provide an initial base template that can be updated and amended using the Template and Toolbox tabs displayed in each transaction's Doc Designer page.
Points to note
- The Classic and Formal templates available in Doc Designer cannot be edited.
- If no default template is selected for a transaction type in Doc Designer, Unleashed's internal default will apply. NOTE: Unleashed's internal default template cannot be exported or customized.
- The Order Type component prints the report based on the order status. For example, a Parked, Placed or Backordered order will print a Tax order and a Quote status will print a Quote order.
Doc Designer Tutorial Video
Create a Doc Designer template
New Doc Designer templates can be created in one of the following ways:
- Create a "New" template as a blank page.
- Duplicate an existing template.
- Import a template using a JSON file.
Create a "New" Doc Designer template
To create a new, blank Doc Designer template without any pre-populated components, text or images:
- From Unleashed's main menu, got to Settings, Doc Designer and click on the appropriate transaction type e.g. "Purchase Orders".
- In the Document tab, click on "New".
- In the "New Template Name" field provide a unique name for the new template design. In the "Document" dropdown menu ensure the appropriate transaction type is selected.
- Click "Create" and a new, blank, editable Doc Designer template will be displayed.
Duplicate a Doc Designer template
If you need to create a new template similar to one that already exists for the same transaction type, use the Duplicate option.
- From Unleashed's main menu, got to Settings, Doc Designer and click on the appropriate transaction type e.g. "Sales Quote".
- In the Document tab, click on "Duplicate".
- In the "New Template Name" field provide a unique name for the new template design. In the "Document" dropdown menu ensure the appropriate transaction type is selected.
- Click "Create" and a copy of the original template will be displayed and available to edit.
Any changes made to the duplicate of a template will not affect the original template's layout and similarly any changes made to the original template will not apply to it's duplicate.
Import a Doc Designer template
Use the Import and Export functions in the Doc Designer to efficiently re-create templates in Unleashed. This is especially useful if you have multiple Unleashed accounts and would like to implement one account's template in another account. Similarly, you can use this option to create Invoice templates from Sales Quotes and vice versa.
The Import/Export function will only support a JSON file type.
To Export a Doc Designer template
- From Unleashed's main menu, got to Settings, Doc Designer and click on the appropriate transaction type e.g. "Invoices".
- Use the "Template Name" dropdown menu to select the template being exported.
- Click "Export" and a JSON file will be downloaded to your device.
To Import a Doc Designer template
To import a Doc Designer template, you must ensure the following details are correctly provided in the JSON file being imported:
- DocumentType (the template's transaction type)
- LayoutName (the template's unique name)
To import a Doc Designer template using a JSON file:
- From Unleashed's main menu, got to Settings, Doc Designer and click on the appropriate transaction type e.g. "Sales Quotes".
- In the Document tab, either drag and drop the JSON file into the "IMPORT TEMPLATE" space or click to upload.
- If successfully imported, the new template will be available to select in the Document tab's "Template Name" drop down menu.
The the import is not successful, a red warning banner will be displayed on the Doc Designer page.
NOTE: not all components available to one transaction type's Doc Designer will be available in another. We recommend checking that all components listed in the JSON file exist as a component in the Doc Designer's Toolbox for the required transaction type.
Customize a Doc Designer template
When using Doc Designer, Unleashed provides you with pre-made default templates, which cannot be edited or changed. However, you can duplicate the template and make changes to the replica to suit your requirements. To do this, follow the below steps:
- Go to Settings | Doc Designer and select the transaction type you want to make a duplicate template for.
- In the Document tab, under Template Name, select the template you want to duplicate.
- Select Duplicate, then advise a New Template Name and click Create. This will create a replica template that you can then edit, customize and use.
Template tab
Customise each template's font, text size, page orientation and document size via the Template tab.
- Using the drop down menus available for Font Name and Font Size, select the template's default and they'll be applied to all components on your template unless specified otherwise within the component's settings.
- Font Name: Choose between Arial Unicode MS, Cambria, Times New Roman or Verdana.
- Font Size: The font sizes available ranges between 6 and 20.
- Orientation: Portrait or Landscape
- Document Size: A4, Letter, or Custom
- When available, include your product's Batch and Serial Number details in your document or as a follow-on print out. To print serial or batch numbers select the Include Serial Numbers or Include Batch Numbers checkboxes on any of the following transaction type templates:
- Warehouse Transfers
- Assemblies
- Sales Orders
- Sales Invoices
- Picklists
- Combined Picklists
- Packing Slips
- Ship Notes
- Commercial Invoices
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 your document template. Drag and drop each component on to the template and then in the template's layout you can move and re-size the components for your optimal layout and preferences.
Once a component has been added to the document, you can customize it's content by clicking on it in the template's layout and navigating to the Component tab on the right. This contains specific fields related to the component that you can customize, such as Style and Column Controls.
| Basic Component | Description |
|---|---|
| Text | A plain text field that you can create and customize. These are typically used as labels or for standard messages to be included on your template. |
| Company Logo | Use this component to add your company logo. For details on uploading company images, see Company Images. |
| Image | Use this component to include additional Images, made available in your Company Settings, see Company Images. |
| Line | Add a horizontal line to your template and size as appropriate. |
| Footer | Add a footer to each of your template pages. Any component added in the Footer of the layout will be included on each page's print out. |
| Header | Add a header to each of your template pages. Any component added in the Footer of the layout will be included on each page's print out. |
| Page Number | Add pages numbers to your template (format is Page X of Y) |
| Grids |
Grid components contain all information pertaining to product lines on a document. For instance, 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 Quotes, Orders, Invoices, Credits and Commercial Invoice templates. |
| Remove Blank Address Lines |
Drag and drop this component onto your template and drag it across the component including address data to remove any blank address lines within the boundary of the container. The Remove Blank Address Lines component supports address groups with two columns only:
NOTE:
|
The rest of the available components depends on the type of document you are working on and will typically contain:
| Component Header | Description |
|---|---|
| Company Data | Components relating to your Unleashed account, including the Company Name, Contact details, Addresses and VAT Numbers. |
| Address Data | Address components relevant to the Customer/Supplier/Warehouse included on the transaction. |
| Customer/Supplier Data | Address and Contact detail components specific to the Customer or Supplier of the transaction. |
| Audit Data | Components which will populate data relevant to the transaction's time stamps, such as Created On, Created By, Last Modified On and Last Modified By. |
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 up to three attribute values.
- You can specify order in which your product lines are listed in the template, which will overwrite the order given with your transaction in Unleashed.
- You can set a specific font, size (between 6 - 20), colour, style and height for the txt of the component.
Preview tab
As you're editing your template, use the Preview tab to review how the template translates to an example document. The "Preview" will populate data from your most recent transaction (this cannot be changed to display an alternative transaction).
- Select the Preview tab and click on the document image to preview the document as you create it.
- If you want a copy of the PDF version, click PDF Preview link.
Publishing Document Templates
Once you have customized your existing template, you can publish the changes and the template will be available to print or email from your transactions.
To publish a template:
- Go to Doc Designer, select the transaction type and the Template you need to modify.
- Make the changes needed to your template and use the Preview tab to make sure all changes are correct to your requirements.
- Click the green Publish button in the top right of the Doc Designer page. You will only be able to view the new modified template in your printed documents after you publish them.
- To start over, click Discard Draft.
You can delete a duplicate template even if it has been used before. To delete a template:
- Go to the Doc Designer, select the transaction type and the Template you need to delete.
- In the Document tab, click the red Delete button.
- A warning message appears asking you to confirm the deletion if it is linked to an existing transaction.