Custom Documents

Modified on Thu, Jan 20, 2022 at 4:17 PM

By default, the ePower will use the default template for all the documents produced by the system, however, if you require customization to any of the documents you can create your own template using CSS.


To make your own template for the following documents


Invoice

Standard work order 

Detailed work order

Job work order

Packing Slip

Shipping Label


Navigate to manage producer by clicking Manage sites/manage producer


Under the options tab select HTML to PDF Templates



Select the type for the template you wish to customize


Select Template type: Add new template


Name the template


Click save


Click import template to get sample code to start you off


For a list of Recognized Keywords scroll to the bottom of the page and click the Keywords link



To connect your custom document to the storefront navigate to Manage Companies. 


Click the edit icon for the company you want to connect the custom template to


Under the options tab click Custom Document Templates



Next, to the document type select the custom document you created in the dropdown and click save













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