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Add, manage, and customize document layouts

Choose which documents you’d like to use and customize they way they look.

Updated over 2 weeks ago

OnRent Events comes with a bunch of documents available to print to help with the daily operation of your rental business. You can print documents from opportunities, projects, invoices, products, and other pages in OnRent Events.

Make documents active

Not all of the documents that are included with OnRent Events are enabled out-of-the-box. Go to System Setup > Document Layouts to review all of the documents that are included and turn on any that you like.

Documents that aren’t active will have “No” in the “Active” column. Preview them by choosing Preview from the menu.

Customize documents

Edit documents to make changes to colour and style. Just hit Edit from the menu. Change the name, colours, and page sizes.

Make advanced changes

Clone any of the documents to get access to the HTML that makes them up. For example, you can customise quotation documents to add pricing fields such as subtotals, discounts, and pre-tax amounts. To do this, clone the document, modify its HTML, CSS, and Liquid Syntax, and preview the changes to ensure accuracy.

All of the documents are written in HTML, CSS, and Liquid syntax. These are standard web design languages, so anyone with HTML experience can make changes. Liquid Syntax is a powerful templating language that enables dynamic data insertion, which allows for flexible and personalised document customisations.

See: Make advanced changes using HTML, CSS, and Liquid syntax. Some limitations using Liquid Syntax include unavailable variables like pre-surcharge subtotals, which require manual calculation, or complex layouts that may need professional assistance. For a thorough reference, see the Liquid Syntax Documentation for detailed instructions on utilising Liquid effectively.

Create new documents

If you’re comfortable with HTML, CSS, and Liquid syntax, you can create a new document from scratch by hitting the green add document button.

Upload a document

To upload a document sent by the Current RMS team or that has been previously exported, hit the green upload document button.

Use the Choose file button to browse for the .txt  file on your device.

On the next screen, review the settings for your document layout and hit the blue Create button when done.

Next steps

We have a chapter of guides that run through the different kinds of documents available in OnRent Events and how to customise them fully. Check out: Document layouts

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