Template Builder

Know which document type you are designing and have a real sample record ready for the preview.

1. 1
   Open Document Templates and create or edit a template.
2. 2
   Choose available content blocks and fields from the displayed list.
3. 3
   Preview the result with sample or source data, then save.
4. 4
   Set it as the default only after the preview is approved.
5. 5
   Preview a long customer name, several line items, totals, and tax with sample data.
6. 6
   Save the layout, then preview it again before setting it as the default.

If text overlaps or a field is missing, revise the layout before anyone sends it.

Check future generated documents against the approved template. Archived or older versions remain separate from the current default.

WARNING: Do not type guessed variable names or assume every source field is available. Use the variable catalog and a real preview to verify each block.