What is a print template?
By creating your own document template in Word (.docx), you can style your prints exactly as you want them, with your logo, backgrounds, footers, etc. and choose which information to include. If your company already has a template for prints, you can use it as a basis and add the information (tags) you want to include.
You can create multiple templates for the same function/order type. You may need one template with a price and one without, or one with specific information regarding terms and conditions.
To create the template and include the information you want on the printout, use and select from the tags found in the links below. Tags for address etc. and prices can be used in all places where you can use your own templates.
The tags are written inside curly braces {} where you want them in your document. The “tag” itself is replaced with the information that is on the page you are printing, for example the tag {Customer} gives the customer’s name.
Select template after clicking Email or Print
When you click on Email protocol or Print protocol on an order or report, a popup opens where you select a template for your mailing. You still have the option to select the default template the system creates. (This does NOT apply when you click on a self-check on a service report.)
A custom template can also be selected for certain collection functions such as Work Orders and Service Protocols.
Here you will find tags for creating templates
- Page with tags that can be used in all functions – address, person of contact etc.
- Tags for Quotation
- Tags Agreement
- Tags Self-check
- Tags Sales order – order confirmation and delivery note
- Tags Purchase order
- Tags for price and VAT
- Tags Quotation
- Tags for QR-codes
- Tags Service objekt
- Tags Service protocol and Service order
- Tags for Timers
- Tags for Weight measurements
Word doc with the tags inserted is available for download at the bottom of each page under the tab Attachment. The list is filled in gradually and updated regularly. The documents are only a list of tags and explanations, without any layout.
Tags for e.g. the articles on the order or service points must be placed in a separate table. This table must not be included in another table. This applies to everything that is to be listed, i.e. of which there is more than one – articles, objects…
Where to upload your template?
The print template is uploaded under Group Settings under the respective Module Settings. To upload your own .docx templates, admin permissions are required. You can upload multiple templates but only one at a time.
Self-checks are uploaded in the Work order settings
You select which print template to use for the printout for each self-check template under Function – Self-check.
Select a default template
By clicking the star to the right of a template in the settings, you specify which template should be displayed at the top of the popup. If you have not marked a print template with the star, it is always the default template, i.e. the one included in the system, that is displayed first and your own templates listed below in the drop-down list.
Print template linked to order type
You can link a print template to a specific order type. Then you choose from your already uploaded files.
Custom fields, counters and custom info template
In general, tags for custom fields, counters and custom information template are created by placing the name of the field within tags. It is important that the name is exactly as you named it, i.e. with capital letters, spaces, etc.
Example:
Name: My own field
Tag: {My own field}
Custom fields for customer, facility and service object can be added to printouts of self-checks, protocols, quotes and sales orders in this way:
{FacilityMy custom field}
{CustomerMy custom field}
{ServiceobjectMy custom field}
{ServiceobjectCounter} (name of your counter)
{ServiceobjectMy info template} (name of your Info template)
What fonts are supported?
If a font is not supported by our server, the font may not display correctly. Therefore, please select one of listed fonts.
Here we list some usual fonts. You will find all fonts in the file “Supported fonts” found under “Attachments” below.
Arial
Bahnschrift
Calibri
Cambria
Candara
Consolas
Corbel
Georgia
Gill Sans Nova
Montserrat
Open Sans
Segoe UI
Tahoma
Trebuchet MS
Verdana
