The commercial documents you send out from Fact are much more than just information media. They reflect your company's identity and demonstrate your professionalism.
Fact provides you with several document templates so that you can adapt your documents to your contacts, your sector of activity and your brand(s).
Features available with the Premium offer The Premium offer enables to create several document templates and designate a favorite on the folder. These features are not available with the Essential offer. |
Create a document template
To create a new template, go to Settings, in "Customization" > "Documents".
From templates list, click on the "NEW TEMPLATE" button (available in the top right-hand corner):
On the selection screen, choose a starting model from several possibilities and click on the "Select" button:
Once you have selected the starting template, your template is created and the template editor is displayed on your screen:
You can customize your new template.
| Edit a template The template editor allows to customize your template. You can choose its colours, add a logo, images, move components, resize them, delete them, etc. etc. voir l'article : "Edit a document template" |
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