All of the document layouts that come with Current RMS are customizable, meaning that you can make your quotations, invoices, delivery notes, and other documents reflect your company branding and identity.
For our customers who aren't as confident with HTML, we also offer a suite of document layouts that can be edited using only text fields and tick boxes.
Get started
Go to System Setup > Document Layouts, find a layout you’d like to change, then choose 'Edit' from the menu to the right.
Depending on the document, you’ll have a bunch of options to change.
General details
Name: If you like, rename our documents so that they make more sense to you, e.g. “Quotation with pictures” or “Dry rental quotation.”
Description: Enter any notes here. These are for your reference.
Active: Don’t need this layout? Toggle to NO, and this document won’t appear as an option available to print.
Module settings
You can’t change these options on our default documents. Clone any of our documents or create new ones to change these.
Module: Where should this document appear? A document can appear against one module. The module you choose may determine the Liquid objects available to you.
State or types: Depending on the module, you can choose the type of data or opportunity state where the document should appear. You can select more than one option here.
Status: If the type of data you selected has different statuses, you can choose which status the document appears for here. For example, only paid invoices or active orders. You can select more than one option.
Layout
Page size: A4, Letter, or custom size. You can specify the height and width in mm if you choose custom, perfect for labels.
Orientation: When using A4 or Letter, choose the page orientation.
Margins: Set the margins of the page here. Header content appears above the margin top; footer content appears below the margin bottom.
Colour attributes
From your text to your tables, use the colour pickers to change the colours in your document.
Text attributes
Documents labelled 'configurable' have text attributes that you can change. Enter text here. This text appears every time this document is generated, so it’s good for things like general disclaimers and payment details.
Use Markdown formatting here to easily add headings, numbered lists and images to your Terms and Conditions.
Don't like the way your document is labelled? Change the labels here, and they will update on any newly generated documents.
Add or remove fields using check boxes
Use the check boxes to add or remove information from your document's layout.
Online approval
The new configurable documents in Current RMS aren't printable by default and you'll need to make changes here so that they appear under the 'Print' heading moving forward.
To do this, simply toggle the 'Active' slider to 'Yes' to make this document printable in your system.
Check out our guide on document approval; Set up document approval
Roles
You might like to restrict your document so that only certain users can access it. Choose roles that can access the document here.
Check out our guide on roles, see: Restrict access to parts of the system using roles
Preview or reset
The live preview will update as you work on the document, but if you would like to preview the document in a new tab or as a PDF, you can do so using the options below:
Preview: See how the document looks with your changes in a new tab or window.
PDF Preview: See how the document looks with your changes when printed to PDF.
Reset document layout to default: Undo all customisation and reset the document back to its default state.
Common questions
Why can't I find these options on my documents?
Not all Current RMS documents have all of the options above. For the most editable documents, search 'configurable' in System Setup > Document Layouts.
Why can’t I see my company contact information on my documents?
On most documents, contact information is pulled from your store. Head to System Setup > Stores and edit all of your stores. Add your address and contact information here.
How do I add my ABN, company number, or tax number to my invoices?
Make sure this information is set in System Setup > Company Information, and it should automatically pull through to your document layouts.
How do I make advanced changes?
Clone the documents to get access to the HTML & CSS that make them up. You can make changes yourself or ask a web designer or developer for assistance. See: Make advanced changes
We offer a service for modifying document layouts. Just let us know what you’d like to amend, and we’ll be happy to help. See: Request changes with our document layout modification service