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Print settings

Managing printing templates
In the  PRINT SETTINGS > PRINTING TEMPLATES tab, you can manage the templates used for generating various commercial documents such as invoices, quotes, maintenance agreements, reimbursement claims, and other business-related forms. 
  1. The system comes with a predefined list of templates, which may vary depending on your country or region. These default templates are not directly editable, as they are designed to maintain compliance with local standards and formatting requirements.

  2. To customize a template to better suit your needs, you must first duplicate one of the predefined templates. Once duplicated, the copy becomes fully editable, allowing you to tailor the layout, content, and design to your preferences. 
See below how to duplicate a template and begin customizing it for your specific use case.
Duplicate a template
To make a copy of an existing document template:
  1. Select the template you need to copy by hovering over.
  2. In the options menu  , choose DUPLICATE.
  3. Provide the name for the template copy and click SAVE.
  4. Make any required modifications in DESIGNER MODE.
  5. SAVE changes.
Customize a template
In order to modify an existing template:
  1. Hover over the template, click  and select EDIT.
  2. Make the required changes in the Dev Express editor.
  3. If the Analyzer notifies of any issues, click the alert icon  to view the details.



  4. SAVE changes.
The modified version of the document template is now stored in the system. See below how to access this version or revert to an older one,
Track template changes

Each time an update is made to the document template, the update is saved with the corresponding date. Saving templates with recorded changes and dates allows for easy tracking and identification of the most recent or any relevant version of documents.

 

To select a specific document version to be printed during a sale:
  1. Hover over the document, click  and select VERSIONS.
  2. Under the VERSIONS LIST, choose the required version.
  3. Click RESTORE.
Preview and print
Preview  and print controls are available both in EDIT and in VERSIONING modes. If the document is paginated, users are able to check and print each page separately or work with the whole document at once.
 
First Page Return to the first page
Previous Page Return to the previous page
Page Count Check which report page is shown
Next Page Go to the next page
Last Page Go to the last page
Toggle Multipage Mode Switch between single-page and multiple-page views
Page Size Controls Adjust the page size with Zoom in (+) or Zoom out (–). Alternatively, click on Page Width to adjust the size.
Print Send to printer
Print Page Print the current page
Export To Export to a selected format: PDF, XLS, XLSX, RTF, DOCX, MHT, HTML, TEXT, CSV, IMAGE (PNG).
Search Search in the current document
Full Screen Switch to the full screen mode