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    Managing Document Templates
    • 13 Sep 2022
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    Contents

    Managing Document Templates

    • Updated on 13 Sep 2022
    • 2 Minutes to read
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    Article summary

    Required Permissions

    An employee must be assigned to the shop with a Shop Admin or Shop Owner Admin role to perform actions referred to in this article.

    How to manage document templates

    To open the templates list go to Configuration > Templates > Document Templates.

    managing-document-templates

    You can Edit and Copy existing templates, and Add new ones. Delete template by selecting a template row and clicking the Delete button.

    Note:

    The delete operation could not be undone.

    You can also search by template name and filter templates by type.

    Double click on the template row to open the template for editing in a new tab.
    You can now:

    • Edit the template. Learn more in Creating and Editing document templates.
    • Mark the Publish checkbox to make a template available for selecting.
    • Change a Shop Owner or Shop for which a template will be used
    Note

    The unpublishing of the template will remove the template from the list of available templates. But if the template was chosen for a particular document generation, it will remain in use.

    How to set up document templates

    You can set document templates on different levels:

    Document Template TypeLevelPath
    Invoice
    Vat Free Invoice    		ShopShop Details Page > Topic Menu > Financial > Invoice
    Invoice
    Vat Free Invoice    		Customer
    (overrides Shop)    		Customer Details Page > Topic Menu > General Info
    Reminder1stShopShop Details Page > Topic Menu > Financial > Invoice
    Reminder2ndShopShop Details Page > Topic Menu > Financial > Invoice
    Reminder3rdShopShop Details Page > Topic Menu > Financial > Invoice
    Credit InvoiceShopShop Details Page > Topic Menu > Financial > Invoice
    OfferShopShop Details Page > Topic Menu > Document Templates
    OrderShopGenerate document via trigger. Manually create document from Orders grid > More > Create document
    PicklistShopShop Details Page > Topic Menu > Document Templates
    Packing SlipShopShop Details Page > Topic Menu > Document Templates
    Return FormShopShop Details Page > Topic Menu > Returns
    Purchase OrderShop OwnerShop Owner Details Page > Topic Menu > Purchasing
    Purchase OrderSupplier
    (overrides Shop Owner)    		Supplier Details Page > Topic Menu > Purchasing
    Dropship Purchase OrderShopShop Details Page > Topic Menu > Document Templates
    Shipping LabelCarrierConfiguration > Transport > Carrier Account Details Page
    Product LabelShop OwnerShop Owner Details Page > Topic Menu >Warehouse Settings
    Product LabelProduct
    (overrides Shop Owner)    		Product Details Page > Topic Menu > Stock > Stock Settings
    Stock Item LabelShop OwnerShop Owner Details Page > Topic Menu > Warehouse Settings
    Warehouse Location LabelShop OwnerShop Owner Details Page > Topic Menu > Warehouse Settings
    What's Next