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Features of the document template editor
Features of the document template editor

How to edit print templates in RemOnline

Amalia avatar
Written by Amalia
Updated over a week ago

RemOnline allows you to configure document templates for each of your locations separately. Modify existing templates and create new ones on the Settings > Print templates page.

How to create a document template?

Select the target location (if you have multiple) and hit the + New document button to create a new document template.

Enter the document title and choose the document group. The latter determines the type of document you need to print (orders, sales, invoices, products, services or assets).

Check the Save sums in the 00.00 format checkbox to display cents in the documents you issue to your clients.

How to edit a document template?

The document template editor consists of the toolbar and variable blocks:

  • Forward and backward arrows to rollback or repeat the last action

  • Font color and size

  • Text color and format

  • Horizontal text alignment

  • Adding tables and their settings

  • Page break, source code view, and specific cell properties

There is a variables block on the right of an editor. Use RemOnline variables to auto-fill your document templates with the order, sale, invoice, and client-related data.

Find out more and document template variables in the Help Center articles.

For instance, add the {Client Name} variable to your document template to display the name of a client related to a target order, sale, or invoice.

RemOnline editor is similar to any known text editor. You can enter, paste, transfer, and modify fragments of your text in the document template editor. Don't forget to save your document templates by hitting the Save button.

Find out how the system prints your document template. Press the 🖨️ button, and the system will open a printing dialog window.

How to duplicate document templates?

Discover how to duplicate document templates to other locations here.

How to remove document templates?

Press the Remove button and confirm the action to remove a selected document template.

Remember: you cannot restore removed document templates.

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