Printing Templates

for the generation of invoices, order confirmations and purchase orders; gravity uses microsoft word templates to design the form layout, colors and fonts users can create default print templates when the initialize the first record for each document type note print templates are unique to each entity this way each entity can have personalized formats an entity can have more than one version of a selected document for example multiple invoice formats can be created for different types of customers template example summary upload/download templates use these controls to download existing templates or upload new templates template name enter a name for the template transaction type select the type of transaction the template will be user for invoice order entry purchase order description enter a description for the template tips for creating or editing templates use tables in word to align fields and maintain their appropriate position on the form embedded fields can be adjusted with font and color controls embedded field can be aligned in table cells using the standard word alignment logos can be embedded in the document using a table cell use word controls to hide or show gridlines custom fields each template maintains the gravity schema in it when it was created when custom fields are added to form a new word templated must be created to enable the updated schema the process is open a record in the form you want to create the template for on the form menu select word templates >download template select the types of records that you want linked to the original form on the invoice the default records would be invoice 1\ n invoice lines n 1 customer customer bill to address customer ship to address entity configuration download the template and the new fields will be included to transfer and existing template layout select all the fields in the original template copy all the fields paste the fields into the new template the new template will have the original layout ply=us the schema of the new fields note do not upload the new template to the form it must be uploaded under the printing templates option