Configure PDF Templates
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Configure PDF Templates
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This is a Low Code (Power Tools) configuration page that offers templates for a wide variety of records. Each one is editable from a dual-part menu for Active Templates and Unsynced Templates.
Example: To open the PDF dialog from a Quote Page:
To Edit the PDF with Power Tools:
When you use a button or command such as OPEN PDF and click the edit PDF icon 
from a PDF dialog on one of the supporting pages such as a Quote, Packing Slip, Invoice, etc., the two menus will come up:
The first (Active) menu includes columns for the template Name, Customer, Created At (Date), Created By (Employee), Activate Template (Checkbox) and Action icons to delete and copy Templates.
The second (Unsynced) menu has three columns for template Name, Is Owner (yes/no) and an action column to "Create Steelhead Assignment" which opens a popup to use the Template.
Power Tools
The EDIT POWER TOOLS button allows Users who are fluent in Typescript to make changes to how data is called into PDF templates and formatted. Contact Support for help with Low Code requests.
Configurable Document Templates
- Job Tag Templates
- Job Tag Templates (Verbose)
- Bill of Lading Templates
- Packing Slip Templates
- Quote Total Price Templates
- Quote Unit Price Templates
- Invoice Templates
- Part Number Inventory Batch Label
- Inventory Batch Label
- Purchase Order Templates
- Sales Order Templates
- Work Order Templates
- Master Certification Templates
- Certification Templates
- Vendor Shipper Templates
- QMS: Corrective Action Report Templates
- QMS: Non Conformance Report Templates
- QMS: Return Merchandise Authorization Templates
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