# 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.

<figure><img src="/files/ZpAKNooOMmKum31rLbjL" alt=""><figcaption></figcaption></figure>

<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpwith.salesorder.com/setup/configuration/document-templates.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
