The advanced print functionality allows administrators to create layouts and use them for printing across different modules. You can create one layout and use it with many templates, or you can create a layout for each template.
Creating a layout
1. Go to Administration -> Branding -> Layout.
2. Click on 'Add' to add a new layout or click on the edit icon to update an existing layout from the available list.
4. Select the format. This could be in docx, pptx or xlsx.
5. Upload the layout file from your local computer.
Download modern template
This example template is used in printing a service request, this is ideally used when you need to email the PDF. This is a file attached to this article called "serviceRequestModern.docx".
Download classic template
This example template is also used in printing a service request, but is resource intensive on the printer. This is a file attached to this article called "serviceRequestClassic.docx".
The layout can contain tags and other content, including formatting, so you can edit the way you want the printed copy to look. Using the right-hand menu, you can copy the merge field's values to use within the configuration. Click ' to display a list of additional objects that you can pull through and us with the layout document.
- Name - The name of this layout
- Type - Where in the system (module) this Layout will be applicable (e.g. Service Desk)
- Sub Type - What functionality this Layout will apply to.
- Format - The initial format type of the layout being used as a template for this layout (e.g .docx).
- Layout - This is where to upload the document being used as a template for this layout.
- Output - The format type that the document will save and display as once processed through the system (e.g. .pdf)
- Filename - The name of the output document.
- Watermark - You can add an optional watermark to be displayed on the output document. This is usually the name of your Organisation.
- Password Protected - You can add an optional Password that will be required to open the output document. This will only work with pdf and docx formats.
- Attach documents
- Select “Yes” for the PDF's from a Service Request or Contract to be appended to the end of the output document.
- Attach images
- Select “Yes” for the images's from a Service Request or Contract to be appended to the end of the output document.
Enable the QR or Bar Code feature by clicking yes or no on the radio button.
- Type
- Whether the code is a bar code or a QR code.
- Width
- The width of the QR Code / Logo in pixels.
- Height
- The height of the QR Code / Logo in pixels.
- Content
- Add the content of the QR code. It can contain any information from the merge fields, for example, #REPORT_ID#, #FIRST_NAME#. Copy and paste from right-hand menu.
6. Clickonce finished.
Note- 'TAGS' (appearing on the right-hand side of the page) are used only in the 'word' document for layout creation. And, 'MERGE' fields are used only for Output filename, Password and QR code content. They both work differently.
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