In Rentman, you can customize your document templates to reflect your company's branding, improve clarity and enhance communication between you and your customers. The document template editor may seem daunting at first glance. This article aims to explain its main functionalities and workflow, simplifying the template creation process and eliminating any confusion on your part.

Let's go ahead and start by accessing the document you want to edit!

Can not find the template you need? Look at the list of Rentman-created templates using our template library. Review the article here

Access your document template editor

Go to Configuration >Communication > Document templates.
Double click or select a template
EDIT

Use the preview and editor button to quickly see the changes you have made to your document

Document level

Once you have access to the document template of your choice, you will see three buttons under "Document". The settings are "Template", "Insert Blocks and Modules", and "Document Styles", which are responsible for the overall document settings.

Document-level settings

Option	Description	Note
Template	Manage your general settings for your document template: Name, language, country, subject, filename, type. Digital signing options, header text, footer text, etc.	Use variables for your subject and filename to help organize and automate your generated documents
Insert Blocks and modules	Select the blocks and modules you want included in this document. For example, if you want an additional text box included, drag and drop the Text module anywhere onto the page.	Different document types (invoices, packing slips, contracts) will provide their unique module options. Not all document types will include all blocks and modules.
Document Styles	Manage and edit the overall document style. This includes: Text font, sizing, spacing, etc. Headers font, sizing, spacing, colour, margins, etc. Table Module font, sizing, spacing, bold line, etc.	Import fonts from Google to further personalize your document. Beginner CSS knowledge is required.

Module level

The other set of three main buttons is: "Selected module", "Columns" and "Module styles".

These three buttons are used to edit specific modules included in the document. If you add a Sum module, you can target and edit it without affecting the other modules.

Module-level settings

Are these buttons greyed out? Select a module first.

Selected module

This option provides the display settings for the selected module. Select this button to see what display options are available to edit.

Navigate to the document template of your choice.
Select any block or module in the template (Section 3 - columns, Time Schedule, Sum, Equipment, etc.)
Select the button on the right side of the menu.
Find and edit the display settings of your choice.

Every module has its own specific settings. As a result, not all modules will show the same options.

Columns

If the module you selected has columns, you can add, delete, rename and re-order your columns to clarify and show all necessary data.

Navigate to the document template of your choice
Select any module in the template (Time Schedule, Sum, Equipment, etc.)
Select the button on the right side of the menu.
Expand the columns and make edits or select "Add column".

Tip: Reorder your columns by dragging them by the six dots. Define the column width % to indicate the space you want the column to take up in the module.

Module styles

This option allows you to edit the visuals of the selected module. For example, after clicking on the "Equipment" module, you can then define that all physical combination content shows in a specific font, size or color. This will enable you to see what equipment is content in a physical combination at a glance.

Add custom information using variables

Not seeing the specific information you want included in your document? Try using variables in our editor to pull specific information from the project, invoice, etc.

Go to the settings Configuration module > Communication > Document templates
In the list of document templates, edit one by double-clicking on it.
Drag and drop a text block, from the right-hand menu, to your document.
Hover the cursor over this block and click on to edit it.
A toolbar menu will appear.
Click on Variable to open the search pop-up window.
Search the variable you wish by using the search field or the "variable path structure".
Select the variable(s) you want to add to your document and click on ADD

Note: We do not propose a list of all the variables that can be used and are available in Rentman, as there are many of them, and their use and availability may vary according to the type of document you are working on. In addition, every time you create an extra input field, the system generates a variable linked to it.

Note: You need to enter at least three characters into the search field. The search field is sensitive to accents. If the words used in your search include accents in your language, you will need to use them, otherwise the search will not work.

FAQ

How can I add an image to my template?

Take a look at this article on adding images to your document.

How can I incorporate my branding into my document templates?

You can add your company logo and branding by using a letterhead.

How do I use the subproject module to display my information per subproject?

Take a look at this article on how you can utilize the subproject module in our template editor.

Looking for more advanced customization?

Take a look at this article for advanced customization using our editor. Alternatively, our professional services team at Rentman can create the template for you. If you are interested, take a look at the article.

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Customize Document Templates