Document templates: quotes, contracts and invoices as PDF
Design the template once on a Cortex Unit and link it to its fields. Then print a ready PDF for any record, and download it or save it to the record, by hand or from an automation.
The document template permissions (read, create, edit and delete)
You need: The document template permissions (read, create, edit and delete)
How it works
A document template is a page you design like a Word file, with fields from the record placed in it. When you print, Corteksa fills each field with its value from the record you chose, and produces a PDF.
How it works in 4 steps
Step
What you do
Guide
1. Create the template
A name, the unit it prints from, the language and paper, and how to start
There are two editors. The current document editor, under Settings → Document Generator, works like a word processor: text flows from page to page, and tables continue on the next page. The classic designer, under Settings → Document Templates, is an older editor where you place elements in fixed positions on the page, and its templates still print. Most of this guide covers the document editor. For the classic designer, see The classic designer: templates with fixed elements.
