Templates are used as an interface between Secretary and different file formats (e.g. PDF, email, print). While the user interface specifies a fixed layout of the information, you can use your own templates to determine the data structure (own invoice templates, offers, etc.).

1. View available templates

  Standards/Templates

2. Scenario

Since we have stored additional data fields for our company

  • bank
  • tax number

these should also be displayed on the print templates. The templates provided with the installation have not implemented these variable data fields, so you can add them manually.

3. Edit an existing template

Attention
When converting HTML to PDF, external converters (mPDF, domPDF) are used, which could have problems with some HTML tags. If you want to adjust a string visually, it is always recommended to set an <div> element on the outside and access it with a class.

Select the template by clicking on the name you want to edit. In this case, the "Invoice" template is selected for the section Documents. The template studio represents the print templates in HTML/CSS source code. In the left area you will find an overview of the available parameters and data fields, which can be taken over with the respective placeholder {...}.

To use the bank details and tax number in the template, enter the appropriate placeholders {field-bank-details} and {field-tax-number} in the desired position. Make sure that the placeholders have the required notation.

After saving, the updated template is used for each transformation (e.g. calling an invoice document as PDF).

4. Result

 

 

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