How to create print templates for lists and work orders?

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The template reports for lists and work orders are created from a copy of the corresponding template.

To create a template report for lists or work orders, follow these steps:

  1. Go to Settings | Print | Print Templates;

  2. In the list of templates, select the desired template: List (Lists) or WO (Work Order);

  3. Click on Copy to new;

  4. On the New Template screen, fill in the Template (required) and Description (required) fields;

  5. Configure the look of the template in the available tabs. The tabs allow you to configure:

    • Appearance: the margins and the logo , which can be the company logo or a custom logo;

    • Header (only in the WO template): the position and font of the data and the company name;

    • Details: the font, color and alignment of the title of the document, and the alternate rows;

    • Footer (only in the WO template): the text alignment and the two lines of footer text;

    • Page Footer: the footer images;

    • Group Entities: whether the template is the default.

  6. Click on Save.