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Doc Designer

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Page Contents:

Doc Designer Tutorial Video

Document tab

Creating a New Template 

Customizing the Default Template

Importing/Exporting Document Templates

Template tab

Toolbox tab

Component tab

Preview tab

Publishing Document Templates

Deleting Document Templates

You can use the Doc Designer to create a new or modify existing templates provided by Unleashed. Once you create a new template or duplicate an existing template, the Template and Toolbox tabs will be displayed as tabs which you can use to customize your templates. 

Doc Designer templates are available for the following transaction types:

  • Purchase Orders
  • Supplier Returns
  • Warehouse Transfers
  • Assemblies
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Picklists
  • Combined Picklist
  • Packing Slips
  • Ship Notes
  • Credit Notes
  • Labels: For more information about creating Label templates and printing labels, see Label Printing.
  • Commercial Invoices (see International Commerce Codes)

Points to Note:

  • When Order Management is enabled, the Packing Slip template is disabled and two additional templates Ship Notes and Picklists are available.
  • When Order Management is disabled, all invoicing options are disabled and you cannot access them in the Doc Designer.
  • You can copy an Invoice template and save it as a Sales Quote template. 
  • 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

Document tab

Creating a New Template 

  1. Go to Settings | Doc Designer and select the transaction type you want to make a new template for.
  2. In the Document tab, click New.
  3. Specify a name for the template and then click Create. This will create a blank template for you in which you can then drag and drop fields as required from the Toolbox tab.

Customizing the Default 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:

  1. Go to Settings | Doc Designer and select the transaction type you want to make a duplicate template for.
  2. In the Document tab, under Template Name, select the template you want to duplicate.
  3. 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. 

Importing/Exporting Document Templates

You can easily import/export your custom document templates from one Unleashed Account to another. The import or export function in Doc Designer will only accept .json format.

 

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To Export a Doc Designer template

  1. Go to the Document tab.
  2. Select the template you want to export.
  3. Click Export. The template will be downloaded in .json format.

To Import a Doc Designer template

  1. Go to the Document tab.
  2. In the IMPORT TEMPLATE area, drag and drop the file or click to upload the .json file.
  3. The uploaded template can be accessed from the Template Name drop-down list.

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.
  • 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:

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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.

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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:

  • First column being Address Labels
  • Second column being the Address Data bound to that label, populated from the transaction in Unleashed.

NOTE:

  • 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:

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, 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. By default, the Preview will populate data from your most recent 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.
NOTE: The Preview function works best if you have created the transaction to be used in the template.  If you don't have any transactions, the preview will use some dummy data that is unrelated to your system.

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:

  1. Go to Doc Designer, select the transaction type and the Template you need to modify.
  2. Make the changes needed to your template and use the Preview tab to make sure all changes are correct to your requirements. 
  3. 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.
  4. To start over, click Discard Draft.

Deleting Document Templates

You can delete a duplicate template even if it has been used before. To delete a template:

  1. Go to the Doc Designer, select the transaction type and the Template you need to delete.
  2. In the Document tab, click the red Delete button.
  3. A warning message appears asking you to confirm the deletion if it is linked to an existing transaction.
If you delete a template, the linked transactions will use Default Template allocated in the Doc Designer's Document tab.
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