Choose the template to apply to a document

Modified on Thu, 13 Jun at 10:50 AM

The commercial documents you send out from Fact are much more than just information supports. They reflect your company's identity and demonstrate your professionalism.

With Fact Premium, you can manage several brands or activities using several templates.

Create a document template

To create a new template, go to Settings, Document customization.voir l'article : "Create a new document template"

Define the default template

In Settings > Customization > Documents, you can access the document templates list and define the template to be applied by default to the folder :

If no specific changes are made to a document, this favorite template is automatically applied to all documents generated.

Choose a specific template on a document

By default, when a document is created, the folder's favorite template is applied. You can choose a specific template to apply to a document when you create or edit it.

When the favorite template is switched in Settings, the new favorite is automatically applied to documents with the selected favorite.

Choose the template when creating the document

To change the template on the document you are creating :

1. In the Configuration block, under Document template, click on "Change template".

2. In the selection window, choose the desired template and click on "SELECT".

Choose the template when editing the document

1 - In the Configuration block, at the document template level, click on the "Pencil" icon which appears when you hover over it:

2 - In the selection window, choose the desired template and click on the "Select" button:

If the template to be applied is deleted

If a specific template is designated on a document and this template is deleted in Settings, the favorite template is applied to the document in question.