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Document Template Design

Menu: Settings › Document Template Design

What it is for

Section titled “What it is for”

On Document Template Designer (Belge Şablonu Tasarımı) you decide how the quotes, orders, delivery notes and invoices you send to customers look: which company and customer details are printed, which columns appear in the line table, border style, margins, font size, whether the amount is written in words, a signature area and a fixed footnote. Each document type has a default template, which is used when the document is printed or converted to PDF. If there is no template, or it is damaged, the document prints with the product’s standard look.

Document Template Designer

Who uses it

Section titled “Who uses it”

The administrator and the accounting or sales officer who sets the document layout. View on the Documents page is needed to see the screen and Edit to change it (Settings › Roles).

Screens

Section titled “Screens”
  • Template list: for each document type (Quote, Order, Delivery Note, Invoice) there are three ready templates, Corporate, Thin Line and Highlight Box.
  • Copy: system templates cannot be renamed or retyped; copy one first to customize it.
  • Editor: name and frame style; margins and font size; header and customer details to show; line columns (at least one must stay on); footer options (amount in words, signature area, fixed footnote).
  • Make default (star icon): one default per document type.
  • Delete: only unused copies; system and default templates cannot be deleted.
Section titled “Related modules”

Step-by-step screen guides are currently available in Turkish; the links above open them.