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Modifying Document Templates
... Modifying Document Templates Clicking Start > Configuration > PDF Templates > PDF Templates will open the ...
Creating Custom Document Templates
... Creating Custom Document Templates Workbooks uses a templating language called XSLT to define how things are rendered into PDF. XSLT is very flexible and ...
Modifying Default Colours & Images
... Modifying Default Colours & Images You can easily modify your Output Documents, including: Changing the default colours ; ...
February 2011 Release
... Winter (February) 2011 Release Winter (February) 2011 Release The Winter 2011 version of Workbooks was released on 3rd February 2011. ...
PDF Configuration
... Configuring PDF Documents & Templates Document Templates are used to create PDF output documents in Workbooks. These are used to create 'final' print- ...
How I can add our T&C’s to the bottom of our quotation PDF?
How I can add our T&C’s to the bottom of our quotation PDF? If you are using the standard If you are using the standard document templates supplied with Workbooks you can easily control what appears on your documents, including adding yo ...
Addresses on PDFs
Hi, When we generate PDFs for our contracts, the customer's name appears at the left hand side, above the product details. However, their address does not appear, and I cannot see any settings allowing me to add it. Also, even t ...
Editing PDF Templates
Hi, When editing the PDF templates for contracts etc, can I add extra lines to the tables? For example, adding a row for 'Email' into the signature box underneath 'Position'. Also, If we have additional information in a custom field i ...
PDFs
I get an error message whenever I click on generate PDF. Do I need to do something special to change this? This issue is usually caused This issue is usually caused because the Display PDF in browser button is not enabled. To enable t ...
Page Break in a PDF Template
Hello, I'm looking to add our Ts and Cs to all new Order PDFs generated by Workbooks. Ideally, I'd like them to start on a fresh page, not on the main order page. Is this possible? If not possible using the standard 'Add PDF Temp ...
Bringing your quotations alive with product pictures
You can make your quotations much more compelling to your customers by including pictures of what you're selling. Quotations in Workbooks comprise a header and a set of "line items". As standard, Workbooks produce ...
Wrapping text within a table cell
If you have a long word without spaces and put it in a table cell it might overflow the available spce. The fix is to introduce "invisible spaces" between the characters of the value. Let's say you have a field called cf_cust ...