Customize your document templates

You can customize a document template that you've created or duplicated. You do this by adding blocks, modules and variables. When you've dragged them into your template, you can edit their settings to configure what information should (or should not) be included.

In this article, we explain how to customize your document template. Additionally, we answer Frequently Asked Questions about specific topics.

You can also watch our video below:

Available for: Lite Classic Pro

-

Add blocks and modules

Each template consists of different blocks and modules. You can add these to a template, and then configure each of these separately.

The document type determines which blocks and modules you can add.

  1. Edit a template.
  2. To add a section to your template, drag it from the sidebar on the right and drop it into your template.

    Add_module.gif

You will see a preview of your template when you select an example template at the top of the screen.

Blocks

  • Section with 2, 3, 4 or 6 columns
  • Text block
  • Page break

Modules

The available modules in a template are different for each document type. For a quotation, you can add modules such as:

  • Equipment
  • Crew functions
  • Summation
  • Conditions
  • Image

For an equipment slip, you can add a serial numbers module and for a crew member note you can add a crew planning and vehicle planning module.

Once you've added a module, you can edit it to customize and add more information. Read the section Edit a module for more information.

Add a variable

You can quickly add custom information to your template with variables. You can choose a main variable, and then a subvariable.

For example:

  • Company details
    • Bank account number
    • Country
    • Email address of contact person
  • Quotation details
    • Price excl. VAT
    • Price incl. VAT
    • Total weight
  1. Drag and drop a new Text block in your template.
  2. Hover your mouse cursor over a module until you see the following icons Module_options.png.
  3. Click the Edit button Edit__template_editor_.png.
  4. In the sidebar on the right, scroll down to Variable.
  5. Choose a main variable (and subvariable).

    Variable.png
  6. Click Variable_add.png to add the variable to the text block.

Edit module settings

After you've added a module to your template, you can change its default (display) settings and the columns shown in the module.

Edit default settings

  1. Hover your mouse cursor over a module until you see the following icons Module_options.png.
  2. Click the Edit button Edit__template_editor_.png.
  3. In the Data tab of the pop-up window, you will find a list of display options.
    For example, you can edit the name (header) of the module, choose which equipment groups are displayed, choose how kits should be displayed, how information should be grouped, and choose to display the total sum of all equipment.
  4. Click Save after you've configured your settings.

Add, edit, delete or sort columns

  1. Hover your mouse cursor over a module until you see the following icons Module_options.png.
  2. Click the Edit button Edit__template_editor_.png.
  3. In the Columns tab of the pop-up window, you can add or delete columns to a module.

    To add a column, choose a variable and then click _.png.

    Add_column_to_module.png

    To edit a column, click on the column in the overview.

    Edit_a_column.png

    To delete a column, find it in the overview and click Delete.png.
    To sort a column, find it in the overview and click Sort_column.png.

    Delete_column.png

FAQ: How do I add images to my template?

Read our article about adding images for instructions.

FAQ: How do I add equipment images to my template?

Part 1: Add an image to your equipment items

  1. Open an equipment item in the Equipment module of Rentman.
  2. Click the Widget button  to open the Widgets sidebar.
  3. Under Files, upload your image.

    Upload_file.png
  4. Click on the  next to your image, and select In quotation.

  5. Save your changes.

Part 2: Show the image in your template

  1. When editing a template, hover your mouse cursor over an Equipment module that's already in your template.
  2. Click the Edit button Edit__template_editor_.png.
  3. Go to the Columns tab.
  4. Add a new image variable.
    You will find it under Equipment Planning >> Equipment >> General.


  5. Click _.png to add the image as a new column. It will now be shown in the overview on the right.

  6. Click on the column in the overview (see image above) to edit the column properties.
  7. Choose the Format of your image.

  8. Save your changes.

The Equipment module in your template will now reload, and display your equipment images. To change the positioning of images, you can edit the properties of your image column (see step 6 above).

FAQ: How do I change the Digital Signing button?

The digital signing module adds a button to your template, which allows your customer to digitally sign a quotation. When the customer clicks this button, they will be led to a web page where they can provide a signature.

Additional settings for digital signing are configured in the Configuration module > Customer communication > Communication.

  1. Drag and drop the digital signing module into your quotation template.
  2. Click on the digital signing button to select it.

    Digital_payments_module.png

  3. In the sidebar on the right, scroll down to button digital signing / paying online.

    You can edit the text colour, background colour and size of the button here.

    Digital_payments_colour.png
  4. To edit the text in the button, hover your mouse cursor over the button until you see the following icons Module_options.png.
  5. Click the Edit button Edit__template_editor_.png, and change the button text.

FAQ: How do I create a packing slip that only contains equipment "left to pack" or "on location"?

In the Equipment module, you can choose what equipment should be shown:

  • All items
  • Only packed or on location
  • Only left to pack

You can use these options to create packing slips for the following use cases:

Use case A
Some items are still on location, even though the project has already returned. In this case, you would like to have a packing slip with items Only packed or on location.

Use case B
A part of your equipment is already underway to the location, but another part is still in your warehouse. In this case, you would like to have a packing slip with items Only left to pack.

  1. Move your mouse cursor over the Equipment module in your template.
  2. Click on the Edit button Edit__template_editor_.png
  3. Next to Only items that are currently packed or on location, choose your desired option.

    Packing_slip_equipment.png
  4. Save your changes.

  5. Give this packing slip a useful name to recognize it by.

FAQ: How do I display optional equipment in a separate module?

When planning your equipment, you can mark items, kits and cases as optional for a project.

In your quotation template, you can choose how optional equipment should be displayed. By default, optional equipment will be listed between all other equipment. However, you can also list optional equipment in a separate section.

  1. In your quotation template, make sure you have two Equipment modules in total.
    If there already is an Equipment module in your template, you need to add one extra.
  2. Select one of the Equipment modules in your template, and click the Edit button Edit__template_editor_.png
  3. For Show equipment in option, choose No.

    No.png

    Remember to save your changes.
  4. Select the second Equipment module, and click the Edit button Edit__template_editor_.png
  5. For Show equipment in option, choose Only optional items.
    Only_optional_items.png

    Your quotation will now have a separate section with optional equipment.
    We recommend changing the title of this section to Optional. You can do this by editing the module, and filling in your title in the Header text field.

FAQ: How do I display my extra input fields?

In your template, you can display extra input fields that you've added in Rentman.

  1. When editing a template, hover your mouse cursor over a module that's already in your template.
  2. Click the Edit button Edit__template_editor_.png.
  3. Go to the Columns tab.
  4. Add a new variable.
    In this example, our extra input field Item color belongs to the Equipment module of our template. It's located under Equipment Planning >> Equipment >> Extra.
    Add_extra_input_field.png

  5. Click _.png to add the extra input field as a new column. It will now be shown in the overview on the right.

    Extra_input_field_added.png

    You can edit the column properties by clicking on this column in the overview.

  6. Save your changes.

FAQ: How do I display information per subproject?

This is also explained in our video (@11:35).

  1. Drag a subproject module into your template.
  2. Drag and drop the desired module (for example, Equipment) into the subproject module.
  3. We recommend to add a text module above the subproject module, with a variable for the subproject name. This makes it clear what subproject the information belongs to.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.