The commercial documents you send to your customers embody your company's identity. Fact lets you customize them to create a consistent, professional image.
| Create a new template To create a new document template, the first step is to choose a starting template, which can then be customized. voir l'article : "Create a document template" |
To edit a document :
- Go to Settings > Customization > Documents
- Click on "Edit" from the actions available on each document template.
The document template editor
The document template editor is displayed in full-screen mode on your browser for greater comfort.
It is divided into 3 distinct sections:
1. The top banner is used to :
- Rename the template (this name has to be unique for each document template)
- Reset it (return to the original template by deleting all changes made to the template)
- Save it (and save it by viewing a preview)
You can also close the template editor and return to the list of templates.
2. The left panel can be used to edit the main parameters of a template and to add new components:
- Define the template being edited as a favorite in the folder
- Add and manage a logo
- Add images, text and lists
- Manage document colors
- Change the starting model (this operation completely resets the model, deleting all changes made and proposing the new starting model selected).
3. The central grid is used for advanced edition of the template, managing all the template components.
- They can be moved, resized and deleted.
- It is also possible to edit them one by one (style and data to be displayed).
| Missing mandatory information The information on an invoice or document is regulated by law. When mandatory information is missing from a template, an alert is displayed in the document editor:
By clicking on this alert, you can see the details of the missing information:  |
Customize the template from the central grid
A document template is made up of several blocks of information, known as "components". All these components can be managed and customized from the central grid.
 Locked components- The product table and the totals and summary components are locked: they cannot be moved, resized or deleted. - The Customer component cannot be deleted. |
Move a component
 | To move a component: - Click on a component - Hold down the click while moving the cursor - When the desired position has been reached, release the cursor. |
Resize a component
 | To resize a component: - Place the cursor at the bottom right of the component - A double arrow appears - Click and hold on the double arrow - Move the cursor to resize the component - When the desired size is reached, release the cursor. |
Delete a component
To delete a component :
- Click on the cross at the top right of the component
- Confirm the operation in the confirmation message
| to remember for deletions - Once a component has been deleted, it and all its contents are permanently lost. - Once deleted, the "Bank details" component cannot be added again, but it is possible to create a list or text component and insert the bank information using the dynamic variables. |
Edit a component
By clicking on the 'pencil' icon at the top right of each component, an additional panel is displayed. This allows you to edit the style and data for the component in question.
The different grid components
A document template can be built from different types of component:
- Text (multi-lines or single line)
- List
- Logo
- Image
- Invoiced customer
- Product table
- Totals and summary
- Bank details
Multiline Text component
Component goal: to enter text (title + content)
Customization options:
| Display / hide a border |
| Format text (bold, italics, alignment |
| Add dynamic informations* |
Rules
|
Example in a document:
| Insert dynamic informations Dynamic informations can be inserted into text and list components:
Add a dynamic information:
Example in a document:
|
List component
Component goal: Enter labels and values
Customization options:
| Display / hide borders |
| Define font size |
| Add dynamic informations * |
| Add/delete lines |
Rules
|
Example on a document:
Logo component
Component goal: add / handle a logo
Customization options:
| Replace the logo |
| Force size (or keep the original image size) |
| Display / hide borders |
| Choose logo alignment in reference to the component (left, centre, right) |
Rules
|
Picture component
Component goal: add / handle pictures
Customization options:
| Replace the picture |
| Force size (or keep the original image size) |
| Display / hide borders |
| Choose picture alignment in reference to the component (left, centre, right) |
| Unlike the logo, it is possible to insert several pictures into a document template. |
Customer component
Component goal : manage the display of the customer's name and address (main address or delivery address if relevant)
Customization options :
| Set font size |
| Choose a text style (bold, italic, force capitalization) |
| Choose a specific style for the customer's name (bold) |
| Choose a specific style for labels (bold) |
| Show/hide an external border |
| Show/hide optional data (labels, customer reference) |
The Customer component edition panel is divided into 2 tabs:
- The STYLE tab is used to customise the appearance of the component.
- The DATA tab is used to display/hide certain information.
Rules
|
Example in a document:
Products table component
Component goal: manage the display of the list of products/services sold and their respective amounts
Options de personnalisation disponibles :
| Show/hide borders (inside and outside) |
| Show/hide optional columns (quantity, unit, VAT rate, product reference) |
Rules
|
Example in a document:
Amounts and summary components
Component goals :
- Display document totals
- Display the public notice (if relevant)
- Show CGA (if relevant)
- Display the hide and sign block (if relevant)
- Display some legal notices
Customization options:
| Show/hide VAT details |
| Select layout from 3 models |
| Choose the position of the stamp and signature block |
| Put labels in bold |
| Handler borders |
Example in a document:
Bank details component
Component goal: display the company's bank details on the document
Customization options:
| Choose a disposition (column / row) |
| Display/hide the external borders |
Rules
|
Example in a document:
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