# Document Templates ⛭

### Document template - need to know

The Document template editor is common to all Sales and Purchasing Documents.

You can configure the design of your Documents:

<mark style="color:orange;">Document (i.e. Sales Order)>Configure>New Template</mark>

Or select from the default list of templates. You can adapt one of these or create your own design from scratch (see below). There are two options, configure a template or use a ‘Custom Print Style’ (see below) We can set up and design the Documents for you. Just contact <support@salesorder.com>.

### Set the Default Document Template <a href="#w09cnq75eptq" id="w09cnq75eptq"></a>

<mark style="color:orange;">Document (i.e. Sales Order)>Configure>Edit>Default</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">Document</mark>* <mark style="color:orange;"></mark><mark style="color:orange;">Template</mark>

### Change the Document Template <a href="#elv119fssvkh" id="elv119fssvkh"></a>

<mark style="color:orange;">Document (i.e. Sales Order)>Edit>Template</mark> (dropdown)

### Print Styles, Header, Fields, Columns, Fields <a href="#hxk2ir7wmpdh" id="hxk2ir7wmpdh"></a>

Open and review these tabs to configure the Document structure and format.

### Custom Print Style ( Caution geek stuff ) <a href="#xtpvmfq4c21" id="xtpvmfq4c21"></a>

Any form of design is possible using the Custom Print Style.

Custom styles are specified in the XSL Formatting Objects standard. The purpose of XSL-FO is to provide a mechanism for formatting XML data for print, screen, and other output media. XSL-FO, also known simply as XSL, is a specification of the World Wide Web Consortium and is closely related to XSLT. However, whereas XSLT is most often used for transforming XML into HTML or other XML structures, XSL-FO is most often used for formatting XML for print.

#### Changing the Line Item Columns

On the 'Columns' tab, review the 'Printed' and 'On Screen' options and check/uncheck the relevant boxes.

#### Line Item Table Columns&#x20;

This table shows you what columns are available on which Sales document.

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