Customizing Print Forms using Print Form Templates

Customizing Print Forms using Print Form Templates

Introduction

CustomBooks™ Print Forms can be customized to fit the needs of your business. Each print form type has a default template which can copied and modified to
  • Add/Remove Fields
  • Change Field Labels
  • Add or move images
  • Add text
  • Change formatting

The following forms contain two templates, one for product sales and one for service sales:

  • Sales Quotes
  • Sales Orders
  • Sales Invoices  

Print form templates may also be created from scratch.

Each time you print a document, you are able to choose the template that the system will use when printing the document.    Each document can have multiple templates that are customized based on the situation.    The system comes with a default template that you can use as a base when creating the print forms for your company.

Printing document

  1. From the list or document view, choose Print.  
  2. Select the Form Type to Print
  3. From the Form Type sub-menu, choose the template you'd like to use for this print. (see figure 1)
  4. The print preview window will appear. (see figure 2)
  5. Click the print icon or the print button to print.












Emailing a document as an attachment

  1. From the list or document view, choose Print.  
  2. Select the Form Type to Print
  3. From the Form Type sub-menu, choose the template you'd like to use for this print. (see figure 1)
  4. The print preview window will appear. (see figure 2)
  5. Click the Send button to open the email dialog.
  6. Add a recipient.
  7. Click Send.

Get to Print Form Template Management in one of two ways:

  1. Navigate to Admin Panel / Print Forms / Template Management.
  2. From the Print Preview screen, click T emplates / Manage Templates.  

Creating a new Print Form Template from Scratch

To create a new Print Form Template from a blank template,

  1. Navigate to Print Form Template Management (see navigation above)
  2. Click the Create New Button.
  3. Choose the Template Type.
  4. Add fields, text, images and headers.   (see section on Editing Template Content for more information)
  5. Click Save and give the template a name.

Editing an Existing Print Form Template


Note:  You cannot edit a default template.  You must Make a Copy of the Template first.   To do so, highlight the default template in the list and Click Make a Copy.

  1. Navigate to Print Form Template Management. (see navigation above)
  2. From the list, double click the template you’d like to edit.
  3. Make desired changes (see the section on Editing Template Content for more information
  4. Click Save.

Editing Template Content

Template Anatomy


  1. The buttons on the Action bar take action on the open template:    Save and Close template,   Show / Hide Settings sidebar, Save Template / Save as... /  Save to File ; Load from File
  2. Edit area tabs: General, Fields and Availability.
  3. i ncludes Logo Choice (either default from your Company Info tab or a custom logo for this print form; option to print header on all pages and footer content editor.    This area will contains additional field options if the Fields tab is active or Availability options if the Availability tab is active.
  4. Template description . Allows you to enter a description of this template, what is is used for, when it was created, etc.  Does not print anywhere.
  5. Text formatting options.
  6. Template designer.   Text in <[ ]> indicates a placeholder for data that will be place upon print from the document.

Adding Fields

  1. Click the Fields tab.
  2. Put your cursor in the template designer area where you would like to place the field and click.
  3. Mouse back to the field list and double click the field.   It will be added to the template.

Removing Fields

  1. Highlight the field in the template designer area and hit the backspace or delete field.

Moving Fields

  1. See the section on Adding fields to add the field to the desired location.
  2. See the section on Removing fields to remove the field from the old location.
-or-
  1. Highlight the field to move and click Crtl-C (Command-C on a Mac) or right click and choose Copy.
  2. Move the cursor to the desired location and click Ctrl-V (Command-V on a Mac).
Note: In order to cut and paste in,  CustomBooks™ you must have the 1C extension installed.  This can be installed in the application when trying to cut/paste without the extension installed.

Adding Static Text

  1. Put your cursor where you want the static text.
  2. Type the text in the field labeled Cell in the top near the formatting bar.


Last Updated  05/26/2021 - JML