Document Customization
10 articles, in order
- Choose How to Customize Your DocumentsQoblex lets you change how your printed documents look: invoices and sale orders, purchase orders, packing slips, refunds and product labels. You can do it in two ways.6 min
- Design Documents with the Built-in DesignerQoblex includes a designer for each of the documents you print most: packing slips, invoices, purchase orders, refunds and product labels.14 min
- How .docx Templates Workdocx template is an ordinary Microsoft Word document with merge fields in it. A merge field is a placeholder that Word shows as «FieldName».8 min
- Build a .docx Template in Worddocx template is a normal Word document with merge fields in it. When you print, Qoblex replaces each field with real order data and produces a PDF.9 min
- .docx Fields for Sales DocumentsThis article lists every merge field you can use in a Word template with the Sales category. It covers sale orders, quotes and invoices, and it shows which fields must sit inside a repeating block.12 min
- .docx Fields for Purchase OrdersThis article lists the merge fields you can place in a Word template for a purchase order. Each field comes with what it prints, so you can build the template without guessing.12 min
- .docx Fields for Packing SlipsThis article lists every merge field you can put in a Word template with the Packing Slip category, and what each one prints.9 min
- .docx Fields for RefundsThis article lists every merge field you can place in a Word template that prints a refund.9 min
- Upload and Test a .docx TemplateOnce your Word template is built, you add it in Branding and Customization, choose the kind of document it is for, and then pick it when you print.11 min
- Troubleshooting .docx TemplatesMost .docx problems come down to a field name, a repeating section, or the way the file was uploaded. This article lists the symptoms you are most likely to see, with the cause and the fix for each.10 min