Templates

To generate a PDF document it is necessary to make a template. It is possible to use variables in the template.

Creating a template

On the Home screen click on the Form for which you want to make a template
Click on the Templates icon (you can also open the Form and click on 'Templates' in the left menu)
Choose Add template
On the next screen you can customize your template

template_create

At the top of the page are the formatting icons. If these icons do not appear as in the image above cancel out of the template, edit the template again and use command + left arrow and then command + right arrow to reload the formatting bar

On the grey ribbon you have options that can be activated/deactivated

Field	Description
Name	This is a mandatory field, the name of the template, eg. Invoice
Landscape	Turns the page to landscape when checked
Show page numbers	Inserts a page number on every page
Use header	Shows a header on every page (can be defined in the editor)
Use footer	Shows a footer on every page (can be defined in the editor)

By using the formatting icons at the top you can configure the layout of your template.
You can use merge fields from your form by using the two icons to add fields
template_icons
With the blue puzzle icon you can add fields from your form

Once you template is done you can Save it

template_example

Exampes of templates

Contracts
Sepia confirmations
Order confirmations
Invoices

You can customise Templates for all your documents that has to be sent to a client/customer via Boost

Adding calculations to a template

It is possible to do calculations in a template. The following is a simple example of multiplying a total (contained in field qp0) with 3 (as seen in source view)

<td><span calculation="{{qp0}}*3"></span></td>