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 Editor / Preview toggle at the top right to quickly see the changes you have made to your document.

Document level

Once you open the document template of your choice, the left sidebar shows the overall document settings. It has three tabs: Structure, Template, and Styles. The Structure tab shows all blocks in your template, and you add new blocks there with + Add block.

Document-level settings

In the screenshot, (1) shows the Structure tab, (2) the Template tab, (3) the Styles tab, (4) the + Add block button, and (5) the blocks you can add.

Option	Description	Note
Template tab	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
+ Add block	Select the blocks and modules you want included in this document. In the Structure tab, click + Add block between or below the existing blocks, and click the block you want to add. Use the Filter field or browse the groups LAYOUT, SUBPROJECTS, CONTENT, and MODULES. To move a block, drag it in the Structure tab or on 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.
Styles tab	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. Click the <> icon to edit the CSS in EDIT STYLE. Use the more menu to Select theme or Save as a theme.	Import fonts from Google to further personalize your document. Beginner CSS knowledge is required.

Module level

Click a block on the page or in the Structure tab to open its settings in the right sidebar. The right sidebar has three tabs: Settings, Columns, and Styles.

These three tabs 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

In the screenshot, (1) shows the Settings tab, (2) the Columns tab, (3) the Styles tab, and (4) the Advanced settings toggle.

Settings

The Settings tab shows the display settings for the selected block, such as the block name and margin. Turn on Advanced settings to show more options.

Navigate to the document template of your choice.
Click any block or module on the page or in the Structure tab (3 columns, Time Schedule, Sum, Equipment, etc.).
In the right sidebar, go to the Settings tab.
(Optional) Turn on Advanced settings.
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
Click any module with columns on the page or in the Structure tab (Time Schedule, Sum, Equipment, etc.)
In the right sidebar, go to the Columns tab.
Expand a column and make edits, or click + 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.

Styles

The Styles tab 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.

Navigate to the document template of your choice.
Click any module on the page or in the Structure tab.
In the right sidebar, go to the Styles tab.
Edit the styles of your choice.

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.
In the Structure tab, click + Add block and click Text under CONTENT.
Select the text block and click the Edit icon (pencil) at the top of the right sidebar.
Click Add variable in the toolbar.
Click Show all.
In ALL VARIABLES, search for the variable you want.
Select the checkbox of each variable you want to add and click Add.

The Add variable menu also lists the most-used variables for your document type. Click one to add it straight away.

add a variable to a document template_1.gif

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 Services team at Rentman can create the template for you. If you are interested, take a look at the article.

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