Customizing a document template

Modified on Tue, 20 Sep 2022 at 06:05 PM

Fact allows you to create a document template freely, with a wide choice of elements.

Select the customizable template

To do this :

Go to the “Settings” menu, click on “Customization”
Select the “Custom” document template
Modify the font and insert your logo
Respect the following characteristics:
format: .png or .jpg,
max size: 100kb,
max width : 850px,
max height : 130px
Click on the “Edit” button

Customize the template

A pre-configured and editable template is provided by default.

To customize the document template, it is possible to add new components by clicking on the menu on the right:

Text: allows to add text on a single line, such as the document's subject
Multiline text: allows to add text on several lines, such as legal notice
List: Allows to display a list of values, by defining the title of the value and its content, such as the company details, payment information, document number and type, etc.
Image: allows to add an image, such as a logo, or any certifications such as ISO, NF, etc.

Then, on each component you can :

Click on to configure the content of the component
Click on to change the size of the component
Click on the component and hold the click to move it

Components with a padlock  are locked, you can neither change the size nor move it. Indeed, these are components that must appear on your documents, so it will be impossible to modify them.

For each type of component it is possible to enter or modify the options (see below)

Component TEXT

Enter text on a line. It is possible to use fields (list of fields on the right)
Additional options available:
- Border
- Font size
- Font style

Component MULTILINE TEXT

Add a title
Add a content. It is possible to use fields (list of fields on the right).
Define a border around the component

Component LIST

Add a title
Add an element: enter the title and its value. It is possible to use fields for the value (list of fields on the right)
Additional options available:
- Border
- Font size
- Font style

If the title and its value are filled in, both elements will appear on the document.

If the title or its value refers to a variable which is not filled in, then they will not appear in the document.
Example: "Site Url" variable, when you have not entered a website in your contact details.

Finally, if only the title or its value is filled in, the element will automatically take up the entire width of the component.

Component IMAGE

Use the logo:
If yes: Use the previously downloaded logo
If no: Upload a new image
Force size:
If yes: keeps the original size of the image
If no: Allows you to define the size of your choice for the width and height
Border: Choose whether to display a border

Component CLIENT ADDRESS

This component is mandatory and its content cannot be modified. It is possible to :

Show the border
Change the font size and style

Component TABLE WITH ALL THE COMPONENTS OF THE DOCUMENT

This component is mandatory and its content cannot be modified. It is possible to hide certain elements on the document such as :

Quantity
Unit
VAT
Reference

Component TOTALS AND LEGAL NOTICE

This component is mandatory and its content cannot be modified. It is possible to :

Choose to display the VAT details
Choose to display the borders

Certain information must be included on the documents and is represented by a star (*). If some of these compulsory details are missing, the personalisation cannot be recorded.

Example: the document number, its date, your contact details, your NAF code, SIRET number, payment methods, etc.

Validate the personalization of the document

Once te customization is finished, save the changes by clicking on the "Save" button.

It is also possible to preview the template by clicking on the "Save and Preview" button.

Reset the template

To reset its template, simply click on the “Reset” button.