Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Welcome to Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- Activities
- Cases
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- GatorMail Hard Bounces
- Advanced Features
- Sending Emails in GatorMail
- GatorCreator
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Dotdigital
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Reporting FAQs
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
Theme
Last updated : 5th August 2026
Themes allow you to customise the appearance of Workbooks and control how information is displayed on screen. A Theme can be configured at either of the following levels:
- Database Level: The Theme is configured by a System Administrator and applies to all users of the database
- User Level: Individual users can select their preferred Theme through Preferences, provided this has been permitted by a System Administrator. More information can be found here
NOTE: Users can only select their own Theme if a System Administrator has enabled the Users can choose their Look & Feel setting.
Available Themes
Workbooks currently provides two Themes:
- Green
- Clean
Green Theme(Current)
Clean(no longer supported)
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