You can customize a document template that you've created or duplicated. In this article, we show the basic features in our document editor. If you are looking to improve your documents visually, check out this article on document styling.

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.

To edit your document template:

1. Go to settings Configuration module > Customer communication > Document templates.
2. Select a template.
3. Click on the file_copy Duplicate icon on the top of the screen.

Are you finished with the basics for document templates? Have a look at our advanced article. 

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First things first

In the document template editor, there are 7 main buttons, under which you can make all your changes on document or modular level. 

Document level

• select_all Preview menu
  Select which data you want to use as an example for this template. This data is not part of the template, it is only used for display.
• ballot Template menu
  Select general settings for your template, such as filename, language and automated email confirmation
• add_circle Insert menu
  Select blocks and modules which you want to add. Adding variables and subproject information is also possible.
• text_format Style menu
  Select a style (such as font) to apply to the template.

Modular level

• create Edit module
  Select specific settings for the selected module such as items shown and equipment properties.
• table_chart Edit columns
  Add, delete or edit columns you want to show in the selected module.
• palette  Module styles 
  Select specific styling options to apply to the selected module 

Preview menu  

In this menu, you can select which document you will use as a preview of your template. This is useful to see how the information in your documents will be shown after you set them up or made changes. 

Template menu  

In this menu, you can select general information of your template such as the document type, language and filename. 

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

Variables in Subject or Filename

You can add variables to the Subject and Filename of the document. You can search and add these variables by making use of the add variable buttons <> next to the insert field. 

Change the language

If you want to change the language of a single document template:

1. In the Template menu go to the Language field and select your language. All the blocks you add from this moment will be in the new language.
   Note: the blocks that were already in the template will not switch to the new language. You can delete them and add new blocks.

This option is useful to create a document with multiple languages. If you need to change every block, it's probably faster to simply add a new template from the "Template library".

Add a header and a footer

To add a header and a footer to your document:

1. Click on "Header text" or "Footer text" at the bottom of the Template menu.
2. Edit the text.
3. Save

To adjust the headers’ and footers’ margins you can edit the letterhead.

Add page numbers to header or footer

To add page numbers in the header or footer of a template:

1. Click on "Header text" or "Footer text" at the bottom of the Template menu.
2. Enter variable {$page.current}
3. If you want the number of pages in total, enter variable {$page.total}
4. Save

Automated email confirmation for signed documents

You can automatically send an email confirmation when a document is signed. The signer will receive an email with the signed copy of the document.

To edit the content and subject of this email:

1. Click on "Digital signing options" in the Template menu.
2. Select "Yes" in the After digital signing email client field.
3. Add a subject.
4. Edit the text.
5. Save

Insert menu 

In this menu, you can select blocks and modules which you can add to your template. For example, you can add a text block, a summation or a digital sign button.

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.

• Blocks
  Blocks are things like a 2, 3, 4 or 6 columns section, a text block or a page break. Also things like a standard image, a page break or a horizontal line can be seen as blocks.
• 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" and "Summation". For an equipment slip, you can add a "Serial numbers" module and for a crew member slip you can add a "Crew planning" and "Vehicle planning" module. Read edit module and edit columns for customization of your inserted module. 

Add a block or module:

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

Display information per subproject

This is also explained in our webinar (39:08).

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 adding a text module above the subproject module, with a variable for the subproject name. This makes it clear what subproject the information belongs to.

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: "Quotation details" > "Price excl. VAT".

1. Drag and drop a new "Text block" in your template.
2. Hover your mouse cursor over the "Text block" in your template and click edit.
3. Select "Variable" in the toolbar.
   
4. Choose a variable by following a "variable path" according to the given structure.
   Tip: Add multiple variables at once by selecting "Show all variables" after step 3. This will allow you to select multiple variables from the list to add at once.

Additionally, you now have the option to search for your desired variable by entering at least three characters into the search field.

Add images to the template

Read our article about adding images for instructions.

Add your company logo to the document

You can add your company logo and other information to your documents using a letterhead. 

Edit module settings 

In this menu, you can change the default (display) settings of your selected modules and columns shown in the module. 

1. Click on a module to directly to 
2. In the menu, you will find a list of display options.
3. (Optional) Click on "Show advanced settings" if you need them. They can come out handy in cases like showing discounts in a specific way.
   Examples; you can edit the name (header) of the module, choose which equipment groups are displayed, choose how virtual combinations should be displayed, how information should be grouped, and choose to display the total sum of all equipment.

Edit column settings 

In this menu, you can change the settings for columns of inserted modules. Change for example the width, header text or alignment.

Add, edit, delete or sort columns

1. Click on a column to directly go the edit menu. 

2. In this menu, you can add or delete columns to a module.

   Add column: Click on "Add column" to add one. Select the right variable.

   Edit column: Click on expand_more next to the column name and change its settings (like width, header text and alignment).

   Delete column: Click on a column and click delete Delete.

   Sort column: Click on the six dots before the column name and drag it to another place in the list. 

   
   

Advanced customization

Read our article about advanced customization of document templates for instructions.

FAQs

Can't find a setting you are looking for?

Make sure to unfold all the options by clicking on the advanced settings button. You can find an overview of our advanced settings in this support centre article.