All of the document layouts that come with Current RMS are fully customizable, meaning that you can make your quotations, invoices, delivery notes, and other documents reflect your company branding and identity.
There are three ways to change your documents:
- Make basic changes in System Setup
This includes changing page size, colors, and other attributes.
- Clone or create documents to get access to the underlying HTML
You can make changes yourself or speak to a web designer or developer for help.
- Use our document layout modification service
If you’re not familiar with HTML and need more advanced changes, use our document layout modification service.
In this guide, we’ll run through how to request changes using our document layout modification service.
How does the service work?
Looking to get started? It’s a simple three step process:
- Send us your request 📥
Use our form to let us know what changes you’d like to make.
- We’ll qualify your requirements 🤔
We’ll check over your changes, provide a quick summary, and give you an ETA.
- You get your new shiny new documents ✨
Once done, we’ll create your layouts and send you a file that you can upload to your Current RMS system.
What kind of things can I request?
HTML & CSS are really flexible, so we can style almost everything that makes up a document layout. For example, we can change:
- Colors and font styles
- Spacing between elements
- Wording, e.g. “VAT” or “GST” rather than “Tax”
- Images, including adding adding additional company logos
We can also add content from your Current RMS system, such as:
- Discount percentages for line items
- Product weights
- Stock level locations
- Custom fields from related modules
As well as changing existing documents, we can create brand new documents, including document types that we don’t have out-of-the-box like risk assessments or address labels.
Keep in mind that you design the document, then we build it. Our document layout team aren’t designers themselves, so we can’t design something for you. Our team are very techy, so you’d end up with something that wasn’t too pretty!
What should I mention in my request?
Our form walks through all of the information that we need from you to get started.
In general, the more detail the better. Include annotated PDFs, example documents or screenshots, or a list of notes – whatever works best for you!
If we’re not sure about anything once we get your form response, we’ll chat to you about it during qualification.
What happens during qualification?
Qualification is where we review your request to figure out if it’s something that we can do for you. For each request, we ask ourselves:
- Do we understand your requirements?
We’ll make sure that we’re on the same page by sending a summary of your request. This forms a scope of work so that we can be sure that we create what you expected.
- Is there anything else that we need from you?
We may clarify where you’d like information to pull from in Current RMS or need logos, pictures, the original .txt file, or other resources from you.
- Can we do everything that you’ve asked for?
We work in HTML & CSS, which are generally really powerful. However, sometimes things aren’t technically possible. If this is the case, we’ll let you know. You can amend your request with this in mind.
- Is it in the scope of our service?
Our document layout modification service is for all of our customers, so we might not take a request on if it will tie us up for too long. We’ll also look at previous requests and may not take on repeated requests for the same documents.
What's the turnaround time?
After we’ve qualified the documents, we’ll send you an ETA to let you know how your request should take.
The timeframe depends on the size and scope of your request. We can generally turn around smaller changes in a week or so, but larger changes to lots of documents might take up to and over six weeks.
Supporting your business during COVID-19
Our document layout modification service is running as always, but we’re doing more with less so changes might take a little longer than usual.
What about changes?
Once you’ve received your documents and reviewed them, we’re generally happy to look at one set of small changes for you. This could be things like adjusting font sizes, removing spacing, or adding or removing content.
If there are problems or things we’d missed from the summary then we’ll be happy to work on those right away, too.
If you’d like additional changes after the first set of small changes, we’ll ask you to resubmit them using our form. This keeps our document layout modification service moving, so we can work on documents for everybody.
Where you’d like more substantial changes or completely new documents creating, we’ll ask you to submit another request. We’ll use the summary we sent you initially to help us make this decision.
Our document layout modification service is for building what you’ve designed or requested. The service isn’t for designing documents on a change by change basis. Making piecemeal changes like this holds up our service and means you’ll wait longer.
Rather than making many individual changes one after the other, we encourage you to review your documents and submit a full design that we can work on for you.
Where folks are making repeated amendments to the same document, we'll reach out to see how we can work together more effectively. Check out our fair usage policy for more information.
What if I’m in trial?
Great to hear that you’re interested in customizing your documents! Writing HTML & CSS is a labor intensive process, so it’s only available for our customers who have transitioned to a paid plan.
If you’d like to use our service sooner, we can transition you to a paid plan at any time. Let us know using the green help bubble ↘️