Documents

The Documents tab is where you design what your team prints: a delivery note, a job sheet, an order confirmation, a label. You place things on a sheet of paper; it prints as a PDF exactly as it looks.

Create a document

1. Click New document, give it a name and choose the table it prints (for example Orders).
2. In the panel on the right, with nothing selected, choose the paper: A3, A4, A5, A6, Letter, Legal or a custom size (labels), portrait or landscape.
3. Add elements from the toolbar and place them on the sheet.
4. Click Preview PDF, then Save.

What you can place

• Fixed text: write fields inside it, for example Order {ref_no} for {client}, or App settings such as {settings.company_name}.
• A field of the record, with or without its name in front. A picture field prints the picture.
• Pictures from the App's Assets.
• Lines, boxes and circles, with border, fill and rounded corners.
• Today's date and the page number.
• One table of lines, for example the products of an order: choose its columns, their width and names. When it does not fit, it continues on the next sheet, which repeats the rest of the document.

Working on the sheet

• Drag to move (hold Alt for fine steps); pull the handles to resize; a line has a handle at each end.
• Arrow keys move the selected element by 1 mm (Shift: 5 mm); Delete removes it; Ctrl+D duplicates it.
• Set the font, size, bold, italic, underline, alignment and colours in the panel; bring an element to the front or send it to the back.

Backgrounds

Choose a background for the whole sheet: a picture (a scanned letterhead or pre-printed form) or an SVG drawing from the Assets, filling the sheet, fitted inside or at its own size, with a strength from faint to full. From the SVG Editor copies a drawing made in the SVG Editor App into the Assets. SVG drawings print as sharp vectors.

Where it prints from

Choose in the document's panel, or in Pages design: the record's page, the form of a saved record, each row of its lists, or several rows at once (tick the rows, then Print: one PDF, a sheet per record). People who may see the records may print them.

Let it happen by itself

Ask the designer to make the document automatically ("keep a PDF of the order when it is confirmed") or to attach it to an email; in the Notifications tab, choose it under Attach.