Are document formats configurable?

From Catalyst
Revision as of 15:08, 4 January 2019 by ThrashBot (talk | contribs) (Bulk update)
Jump to: navigation, search

Summary

Most document formats in Platinum are configurable.

  • Reference guides for these formats are listed below in the 'See also' section.

More Information

All document configuration is done in " Reports & Settings".

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Amend Document Formats".

  • Select the system and document you want to amend.
  • Place the required tokens on the page.
  • After you have written the document format, save the document layout.
    • At this point some documents have to be 'compiled'
This allows for faster document printing - you will be given the chance to compile the document, test it or edit it again.
  • Next time you print the document you have amended, it will use the newly created layout.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
invoice, credit, configuration, document format, layout, config, setup