Document Templates are used to create PDF output documents in Workbooks. These are used to create 'final' print-ready documents (as opposed to plain templates which are based on 'HTML' and create editable documents). PDF templates can be used to create output for these types of record:

• Customer Quotations;
• Customer Orders;
• Invoices;
• Credit Notes
• Customer Contracts;
• Supplier Orders.

Workbooks is supplied with a set of default Document Templates.  System Administrators can make changes to these templates, such as:

• Changing the colour of the font, the table header backgrounds and gridlines;
• Uploading your company logo for use within the document;
• Controlling which fields from the document record are displayed on the PDF.

The templates are designed to pull through information from your Own Organisation record (such as your company name and address and the VAT and Registration numbers), as well as the relevant data from the specific transaction for which you're creating a PDF document.

NOTE:  These templates are supplied in XSL format.  (XSL stands for Extensible Stylesheet Language and is combined with XML (Extensible Markup Language) to create PDF output.  It's possible to create your own templates by downloading the XSL files we supply and editing them with a suitable editor. This is for advanced users only and the majority of users do not need to use custom XSL files.  If you choose to do this, remember that your template name must not contain any spaces. Download the template's XSL file by clicking on its filename in the list of PDF templates.