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Download, edit and upload document templates

This is easier when you are making major changes to a document template

Download a document template

1. Click here.

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, next to notifications and profile

2. Click "Document Templates"

Settings menu list with Document Templates highlighted between Customer Portals and Domains, ready to click

3. Select the module to work in

Document Templates settings with the Invoices tab highlighted in the module list below Quotations and Sales Orders

4. Click on the green button to download the document.

Document templates list with the green download button highlighted on the Default With Photos Docx template row

Upload as a new template

5. Edit the document in Microsoft Word or similar, and when ready click "Upload New Document Templates"

Document Templates screen with Invoices tab selected and the Upload New Document Templates button highlighted

6. Select file on your desktop, and upload it. You can now preview the result

Invoice Document Templates page with uploaded template marked Done and an invoice preview shown in the PreviewTemplate pane

7. Click on the dropdown to see how it appears on different documents

Document preview dropdown open with a Search Filter box, highlighting a credit note entry above an invoice template preview

8. When you are happy with the document, click "Complete". This add it as a new document template.

Template form with name "Default With Photos v2" and template type Body, with the Complete button highlighted

Replace an existing template

9. Alternatively, you can import into an existing document template. The advantage of this is that it immediately replaces the old version in your existing Invoices, Quotations, Jobs/Sales Orders, etc. and not just the new ones.

Click on the Edit button for the document to replace

Document Templates Invoices tab with the Edit button highlighted for the Default With Photos template row

10. Click "File"

Edit Invoice Document Template editor for the Default With Photos template, with the File tab highlighted in the ribbon

11. Click "Open" and upload the new document template

Edit Invoice Document Template screen with the File tab open and the Open button highlighted to upload a new template

12. Click "Step 1: Preview"

Document template editor with the Step 1: Preview button highlighted in the blue toolbar beside Search Variables

13. Use this dropdown to check against different ones

Template editor preview record dropdown open with Search Filter box, a delivery example record highlighted for selection

14. Click "Step 2: Save"

Template preview of a credit note PDF with the green "Step 2: Save" button highlighted next to Search Variables

Learn more: document templates in Zigaflow

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