Here you can view, create and edit the necessary templates needed for creating masters.
In order to create and edit a variation of templates, you should navigate to theSetup-module and chooseDOCUMENTS > LIST TEMPLATES.
Creating and editing templates is done in the same way as creating and editing most data in Microbizz, though here, you can create and edit a variety of templates which are as follows:
PDF header/footer templates
You can create document templates that can be extracted in any format. For more on how to create these, please refer to document templates.
You can also create HTML templates. For more on how to create these, please refer to HTML templates.
Another type of template you can create in Microbizz, is PDF. For more on how to create these, please refer to PDF templates.
If you intend to send SMS from within Microbizz, you can also setup templates for those. For more on how to create these, please refer to SMS templates.
PDF header/footer templates
Finally, you can create templates for header and/or footer for use in your PDF templates. To do so, click on the "New PDF header/footer"-button as shown below.
This will take you to the following page:
To create a new template you need to fill out the following:
Template title:Name of the template
Modules: The modules that you check off here, are the only ones allowed to use the template
Page size: Choose from a variety of page sizes and formats
After saving with the "Save"-button, you can now add more information to the newly created template by either using the pencil to the left of the template, or by clicking directly on the template's title.
As you can see, you are now able to configure more within the template where your data can be represented.
Do not create empty pages:Empty pages can't be created
Scope: Choose one of the following ways the template must be used:
Additionally, you do the following:
Depending on which modules you checked, allows you to insert any available fields from these modules.
You insert them by choosing one from the Available fields drop-down box and clicking where you want the field to be placed on the page. This brings up the following, which you need to fill out:
Font size: Choose from a variety of font sizes
Style: Choose a style for the field's font:
Alignment: Choose how the value/text of the field should be aligned:
Position: Write the vertical and horizontal position of the field in mm
Size: Write the vertical and horizontal size of the field in mm
By pressing the "Show inserted fields"-button, you can view and edit the ones you've already added to the template.
You edit the inserted fields by clicking on the pencil to the left of the field, or by clicking on the field, as indicated above.
Set empty area
By selecting this, you can select an area within the template where you can insert the fields:
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If this problem persists, please contact our support.