Document Templates are your quote templates, invoice templates, purchase order templates, job cards, etc. Document Templates use merge fields to auto populate certain information once generated. The rest of the information are hard coded such as headers, disclaimers, and other information that cannot be auto populated.
In the following invoice template sample, the details in yellow highlight are merge fields while the details in green highlight are hard coded information.
Generally, a template has the following components:
- Merge Fields
- Logo or photo placeholder or a photo
- Hard coded information
- Tables
You can make adjustments on your Document Template such as making formatting changes to fonts, adjusting the tables, removing or adding merge fields, and at times, fixing the template if it fails to auto populate the information. Follow the steps below when you want to make adjustments on your document template.
In this user guide, we will cover the following scenarios.
- Making formatting changes
- Adding a merge field
- Removing a merge field
- Adding a Photo
Making Formatting Changes
1. Go to Administration → Document Templates.
2. Select the template where you'd like a merge fields added to by clicking the Pencil icon.
In this example we are editing the invoice template called Invoice Itemised 3.
3. Click Download Template.
3.1 Depending on your computer settings, it will either download automatically which you will need to open from your Downloads Folder or it might ask you to save the file manually.
Open the download template and complete the formatting changes whether increasing font sizes, changing font colours, aligning tables and applying table shading.
In the following example, we show the invoice template prior to the formatting changes (left photo) and after applying formatting changes namely, table shading, increasing font sizes of some fields (right photo.)
5. After updating your template, save it on your computer and go back to Ascora page in Administration → Document Templates → and click Upload a New Template and select the updated version that you just saved.
Make sure to click Save button to finalise the updates.
We've just completed the process of adding a merge field to a document template.
Need further help with template adjustments? Access any of the links below whichever is applicable.
- How to Add a Merge Field in your Document Template
- How to Edit a Merge Field
- How to insert Photo Attachments in Quote Document
- How to insert Photo Attachments in Quote Document
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