How to create and edit document templates
10 articles
Document Templates ExplainedHow they work and the best approaches to creating and editing them
Editing document templates onlineIdeal for changing text or other simple changes. For more complex changes, download to edit on your desktop.
Download, edit and upload document templatesThis is easier when you are making major changes to a document template
Finding Document Variables/TagsUse these in PDF documents. Non-line item ones can be used in emails.
Adding Customer Signatures to PDF TemplatesHow to add the PDF variables to the PDF templates
Section Styles - Different TablesUse different columns and apperance for different sections on the same document
Images and Photos in PDF DocumentsHow to handle issues
Specification TablesProvide more extensive details for the items or products in your document
Troubleshooting Document Template Issues
Ideas on how to solve any issues
Totals table breaking across pagesUse this guide if you are experiencing an issue with the "Totals" table breaking across multiple pages when previewing your PDF
More Document Template TroubleshootingHow to fix issues in the PDF template