Document layouts

What are each of the documents for?

Learn what each of the documents in Current RMS is used for.

Written by Michael McGovern
Updated over a week ago

Make basic changes to document layouts

Change colors, size, and general document details

Written by Michael McGovern
Updated over a week ago

Make advanced changes using HTML, CSS, and Liquid syntax

Clone our documents or create new ones to make advanced layout and style changes.

Written by Michael McGovern
Updated over a week ago

Translate your document layouts

Use French, German, Spanish, or other languages in your quotations, invoices, rental agreements and other documents by translating them.

Written by Michael McGovern
Updated over a week ago

Request changes with our document layout modification service

Let us make changes to your documents for you.

Written by Matthew James Finkel
Updated over a week ago

Export and upload document layouts

Export layouts to send them to the Current RMS team and upload ones that we've sent you.

Written by Matthew James Finkel
Updated over a week ago

🎞️ Add terms and conditions to documents

Automatically merge additional PDFs at the end of quotations, rental agreements, and invoices generated.

Written by Michael McGovern
Updated over a week ago

An introduction to Liquid syntax

Liquid syntax allows you to dynamically place content in document layouts and discussion templates

Written by Michael McGovern
Updated over a week ago

Liquid tags

Tags create the logic and control flow for templates. They are denoted by curly braces and percent signs: {% and %}.

Written by Michael McGovern
Updated over a week ago

Liquid filters

Filters change the output of a Liquid object. They are used within an output and are separated by a pipe character.

Written by Michael McGovern
Updated over a week ago

Liquid objects

Objects, or output markup (which may resolve to text) are surrounded by matched pairs of curly brackets.

Written by Michael McGovern
Updated over a week ago

Company object

Written by Michael McGovern
Updated over a week ago

Organization object

Written by Michael McGovern
Updated over a week ago

Contact object

Written by Michael McGovern
Updated over a week ago

Venue object

Written by Michael McGovern
Updated over a week ago

User object

Written by Michael McGovern
Updated over a week ago

Current user

Written by Michael McGovern
Updated over a week ago

Owner user

Written by Michael McGovern
Updated over a week ago

Activity object

Written by Michael McGovern
Updated over a week ago

Vehicle object

Written by Michael McGovern
Updated over a week ago

Invoice object

Written by Michael McGovern
Updated over a week ago

Invoice item object

Written by Michael McGovern
Updated over a week ago

Invoice tax object

Written by Michael McGovern
Updated over a week ago

Project object

Written by Michael McGovern
Updated over a week ago

Opportunity (order) object

Written by Michael McGovern
Updated over a week ago

Opportunity cost object

Written by Michael McGovern
Updated over a week ago

Opportunity item surcharge object

Written by Michael McGovern
Updated over a week ago

Opportunity item object

Written by Michael McGovern
Updated over a week ago

Opportunity item asset object

Written by Michael McGovern
Updated over a week ago

Charging period object

Written by Michael McGovern
Updated over a week ago

Product object

Written by Michael McGovern
Updated over a week ago

Product accessories object

Written by Michael McGovern
Updated over a week ago

Stock level object

Written by Michael McGovern
Updated over a week ago

Address object

Written by Michael McGovern
Updated over a week ago

Service object

Written by Michael McGovern
Updated over a week ago

Use custom fields in document layouts

Use the document layout field name to add your own custom fields to your quotes and orders.

Written by Michael McGovern
Updated over a week ago

Hide items or groups on your documents

Use Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.

Written by Michael McGovern
Updated over a week ago

Add a PayPal button to your invoices

Use PayPal’s HTML buttons on our document layouts to provide a link for your customers to pay invoices.

Written by Michael McGovern
Updated over a week ago

Add social media links and icons to your documents

Is your business social? Insert social media buttons into your documents so your customers can find you online.

Written by Michael McGovern
Updated over a week ago