Editing a Document Template
How a document template’s details page works: opening its editor, its name and description, page size and layout, how it’s used, and making it the default.
Every template has a details page. Open it by clicking the template’s name in Settings > Document Templates, with Edit details in its row menu, or with Template details or the back arrow in its editor. A template has two parts: its design, which you change in an editor, and its details, which are on this page.
The Top of the Page
- Name and summary: The template’s name, with its document type, editor and layout underneath, and Default if it is.
- Preview: Shows the saved design filled in with example details.
- Save: Saves the details on this page.
The Design Card
- Thumbnail: A small picture of the saved design. For a text message the card is called Message, and for an email Email.
- Edit design: Opens the design in the editor it was made in: the drag and drop editor, the Simple editor or the HTML editor. For a text message the button is Edit message, and for an email Edit email, which opens the Email Message Editor.
- Duplicate: In the card’s three-dot menu. Makes a copy and opens the copy’s details page.
- Restore System version: In the same menu, for templates given to your business or copied from a System template. It puts back the latest System design, with its page size, layout and whether it’s printed or emailed; the name, description and default stay as they are.
The Details
- Name: How the template is listed and offered when you print or send documents. It’s required.
- Description: An optional note about what the template is for. Searching the template list looks in it too.
- Document type: Shown for reference. The document type can’t be changed once the template has been created.
- Used for: Print, Email, or both. It decides which buttons the template has when you send and print documents. At least one must be ticked.
- Page size: A4 or A5.
- Layout: Full page (1 per page), Half page (2 per page), Quarter page (4 per page) or Full width (stacked down the page). Half and quarter page documents print several to a sheet, such as slips to cut apart.
- Use as the default template: Makes this the default for its document type, in place of the current default. The text under it says what the default is for: worksheets and invoices are always printed and emailed with their default, and quotes are always printed with theirs. For customers and jobs, the default is the template the print, email and text popup starts on, and you can pick another each time. Untick it on the default and that type has no default until you choose one.
A text message has no page size or layout and is always sent as a text, so those fields are replaced by a note saying its wording is changed with Edit message. An email is the same: it is always sent as the email itself, and its subject and wording are changed with Edit email. An email can’t be a default.
Saving
Save, or Enter in a field, saves the details and leaves the design exactly as it is. The design is only changed in its editor, with Save & quit.
Default Star and System Templates
- Default star: On the template list, the star on each row does the same as Use as the default template.
- System templates: The templates every business is given, listed under System templates, can be changed, duplicated and restored, but not deleted. Custom templates are deleted from the row menu on the template list; it isn’t on this page.
Related articles
- Template Use, Page Size and Layout: More on Used for, page sizes and layouts.
- Drag and Drop Editor: Changing the design.
- Document Templates List: Duplicating, restoring and deleting from the list.
- Invoice Print Flow: One of the places the default invoice template is used.