{"type":"doc","content":[{"type":"heading","attrs":{"level":6},"content":[{"text":"#Article-1834584067","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph"},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"27f70739-02aa-47f9-9624-63da4ec88441"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"2257fa9c-9eaf-4957-8241-8709d2fb5a92"}},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-200853.png","id":"1f75c619-aa4c-40e4-a4cd-01b6f1608278","collection":"contentId-1834584067","type":"file","height":517}}]},{"type":"paragraph"},{"type":"layoutSection","marks":[{"type":"breakout","attrs":{"mode":"full-width"}}],"content":[{"type":"layoutColumn","attrs":{"width":50.0},"content":[{"type":"heading","attrs":{"level":1},"marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"--- FR --- ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ffffff"}}]}]},{"type":"heading","attrs":{"level":1},"marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"⚙ > Administration > Modèles de documents","type":"text"}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Les modèles de documents permettent aux utilisateurs de personnaliser des ","type":"text"},{"text":"modèles Word","type":"text","marks":[{"type":"strong"}]},{"text":" qui seront utilisés par les gestionnaires de projets pour créer des ","type":"text"},{"text":"bons de commande fournisseurs","type":"text","marks":[{"type":"strong"}]},{"text":" ou des ","type":"text"},{"text":"devis et factures clients","type":"text","marks":[{"type":"strong"}]},{"text":" dans un format de fichier PDF. Il est possible de créer plusieurs modèles, par exemple, dans des langues différentes.","type":"text"}]},{"type":"paragraph","content":[{"text":"Note :","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"type":"hardBreak"},{"text":"Tous les <<[champs variables]>> disponibles varient selon que vous modifiez un modèle de bon de commande, de devis ou de facture. Cela fonctionne de manière similaire aux modèles d’e-mails dans FlowFit, qui ont des variables spécifiques. Une liste complète des <<[champs variables]>>, qui permet de récupérer des informations provenant des projets, tâches, clients et ressources de FlowFit, est disponible à la dernière page de chaque modèle générique.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":598,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1288,"alt":"image-20240925-190237.png","id":"326ca29f-49d8-448b-ab7f-d85b5efcc049","collection":"contentId-1834584067","type":"file","height":711}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Comment créer un nouveau modèle de document personnalisé pour un bon de commande, une facture ou un devis?","type":"text"},{"type":"hardBreak"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Allez sous ⚙ > Administration > Modèles de documents","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur le bouton ","type":"text"},{"text":"Ajouter","type":"text","marks":[{"type":"strong"}]},{"text":" dans la barre d'outils","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-200939.png","id":"fa6d7160-7924-4adf-b14a-f4d238b1b988","collection":"contentId-1834584067","type":"file","height":517}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Saisissez une ","type":"text"},{"text":"description","type":"text","marks":[{"type":"strong"}]},{"text":" en anglais. ","type":"text"},{"type":"hardBreak"},{"text":"Cliquez sur le signe ''plus'' bleu pour ajouter une traduction française de la description.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sélectionnez la ","type":"text"},{"text":"langue du modèle","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sélectionnez la ","type":"text"},{"text":"catégorie du modèle","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur le bouton ","type":"text"},{"text":"Modèle de base","type":"text","marks":[{"type":"strong"}]},{"text":" pour télécharger et modifier le modèle. Veillez à conserver une copie de sauvegarde si vous effectuez des changements et ne modifiez pas les ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[champs de variables]","type":"text"},{"text":">>","type":"text","marks":[{"type":"em"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Aperçu","type":"text","marks":[{"type":"strong"}]},{"text":" pour avoir une idée de l'aspect du modèle avec des exemples de données.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Faites des modifications dans le modèle si nécessaire.","type":"text"}]},{"type":"paragraph","content":[{"text":"Conseil de pro : ","type":"text","marks":[{"type":"strong"}]},{"text":"nous recommandons de personnaliser d'abord les champs variables ou l'ordre des champs, et de tester le modèle en créant une nouvelle facture client. Une fois que l'affichage des informations souhaité est atteint pour votre modèle personnalisé, vous pouvez procéder au logo, aux couleurs, à la terminologie, aux polices de caractères, au design ou à toute autre modification esthétique autour des champs variables.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":652,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2485,"id":"d814ee1c-39cd-43f6-9aab-a09235852234","collection":"contentId-1834584067","type":"file","height":1782}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Sélectionner un fichier","type":"text","marks":[{"type":"strong"}]},{"text":" et téléversez le modèle téléchargé, qu'il soit modifié ou non.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Sauvegarder","type":"text","marks":[{"type":"strong"}]},{"text":" et attendez quelques secondes (que le fichier soit bien téléversé) en restant sur la même page jusqu’à ce qu’un message de confirmation apparaisse en vert.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Aperçu","type":"text","marks":[{"type":"strong"}]},{"text":" pour avoir une idée de l'aspect du modèle.","type":"text"},{"type":"hardBreak"},{"text":"Si l’aperçu ne peut être généré, vous avez dû corrompre l’un des ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[champs de variables]","type":"text"},{"text":">>","type":"text","marks":[{"type":"em"}]},{"text":". Vous devrez régler le problème avant d’importer de nouveau votre modèle.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Assurez-vous de tester immédiatement tout nouveau modèle en créant de nouveaux devis, factures ou bons de commande (selon le cas), afin de pouvoir l’ajuster si nécessaire.","type":"text"},{"type":"hardBreak"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Comment modifier un modèle de document (bon de commande, factures et devis)","type":"text"}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Allez sous ⚙ > Administration > Modèles de documents","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sélectionnez le ","type":"text"},{"text":"Modèle par défaut","type":"text","marks":[{"type":"strong"}]},{"text":" à modifier, le cas échéant :","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2320,"alt":"image-20240925-181828.png","id":"d3d279d2-551e-46d1-8f42-b9d311dcf93e","collection":"contentId-1834584067","type":"file","height":836}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur le bouton ","type":"text"},{"text":"Modifier","type":"text","marks":[{"type":"strong"}]},{"text":" dans la barre d'outils.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-201009.png","id":"40e96782-778a-4533-851c-f619ce2cc9b6","collection":"contentId-1834584067","type":"file","height":517}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur le ","type":"text"},{"text":"nom du modèle ","type":"text","marks":[{"type":"strong"}]},{"text":"(en bleu) pour télécharger et modifier le modèle. Veillez à conserver une copie de sauvegarde si vous effectuez des changements et ne modifiez pas les ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[champs de variables]","type":"text"},{"text":">>","type":"text","marks":[{"type":"em"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Faites des modifications dans le modèle si nécessaire.","type":"text"}]},{"type":"paragraph","content":[{"text":"Conseil de pro : ","type":"text","marks":[{"type":"strong"}]},{"text":"nous recommandons de personnaliser d'abord les champs variables ou l'ordre des champs, et de tester le modèle en créant une nouvelle facture client. Une fois que l'affichage des informations souhaité est atteint pour votre modèle personnalisé, vous pouvez procéder au logo, aux couleurs, à la terminologie, aux polices de caractères, au design ou à toute autre modification esthétique autour des champs variables.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":604,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2485,"id":"d814ee1c-39cd-43f6-9aab-a09235852234","collection":"contentId-1834584067","type":"file","height":1782}}]}]}]},{"type":"orderedList","attrs":{"order":6},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Sélectionner un fichier","type":"text","marks":[{"type":"strong"}]},{"text":" et téléversez le modèle modifié.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Sauvegarder","type":"text","marks":[{"type":"strong"}]},{"text":" et attendez quelques secondes (que le fichier soit bien téléversé) en restant sur la même page jusqu’à ce qu’un message de confirmation apparaisse en vert.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Aperçu","type":"text","marks":[{"type":"strong"}]},{"text":" pour avoir une idée de l'aspect du modèle.","type":"text"},{"type":"hardBreak"},{"text":"Si l’aperçu ne peut être généré, vous avez dû corrompre l’un des ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[champs de variables]","type":"text"},{"text":">>","type":"text","marks":[{"type":"em"}]},{"text":". ","type":"text"},{"type":"hardBreak"},{"text":"Vous devrez régler le problème avant d’importer de nouveau votre modèle.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Assurez-vous de tester immédiatement tout nouveau modèle en créant de nouveaux devis, factures ou bons de commande (selon le cas), afin de pouvoir l’ajuster si nécessaire.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Comment insérer des champs système ou des champs personnalisés de projet dans votre modèle de document","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Accédez à ","type":"text"},{"text":"⚙ > Administration > Modèles de documents","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Sélectionnez le modèle à modifier et cliquez sur ","type":"text"},{"text":"Modifier","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-200930.png","id":"e7807fa0-93d9-4e9f-845c-0b31795003ff","collection":"contentId-1834584067","type":"file","height":517}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur le nom du fichier modèle (en bleu) pour télécharger la version actuelle.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Téléchargez également le ","type":"text"},{"text":"Modèle générique","type":"text","marks":[{"type":"strong"}]},{"text":" pour accéder à la liste des champs variables (version 3.4 ou supérieure de FlowFit).","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Trouvez le champ système ou champ personnalisé que vous souhaitez utiliser :","type":"text"}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Exemples :","type":"text"}]},{"type":"table","attrs":{"layout":"default","localId":"39bb3058-4609-48a4-814b-b501a1987f02"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Nom du champ FlowFit","type":"text","marks":[{"type":"strong"},{"type":"em"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Balise correspondante dans le modèle Word","type":"text","marks":[{"type":"strong"},{"type":"em"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Numéro de demande","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.Number]>>","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Titre de la demande","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.Title]>>","type":"text"}]}]}]}]},{"type":"table","attrs":{"layout":"default","localId":"b21b2620-d939-4352-9e94-9d7542f22fb1"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Champ personnalisé - 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Dans l’example suivant, le champ personnalisé contenant le contact pour la facturation est appelé ","type":"text"},{"text":"_6_Billing_contact, ","type":"text","marks":[{"type":"backgroundColor","attrs":{"color":"#fedec8"}},{"type":"strong"}]},{"text":"ainsi la syntaxe correct pour cette variable sera :","type":"text"}]}]}]}]}]},{"type":"table","attrs":{"layout":"default","localId":"81d4fe1d-96a4-47ac-b7ff-ddd8bcb39db5"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Contact pour la facturation :","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.CustomFields[“","type":"text"},{"text":"_6_Billing_contact","type":"text","marks":[{"type":"backgroundColor","attrs":{"color":"#fedec8"}},{"type":"strong"}]},{"text":"”]]>>","type":"text"}]}]}]}]},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":616,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1811,"alt":"image-20241205-205613.png","id":"f3354df6-178c-4ffa-8ac1-6949223606af","collection":"contentId-1834584067","type":"file","height":266}}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Astuce : ","type":"text","marks":[{"type":"strong"}]},{"text":"Apportez quelques modifications à la fois et testez fréquemment. Sauvegardez chaque version modifiée pour corriger facilement les erreurs potentielles faites avec les dernières variables ajoutées.","type":"text"}]},{"type":"orderedList","attrs":{"order":6},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Téléversez le modèle modifié via ","type":"text"},{"text":"Sélectionner un fichier","type":"text","marks":[{"type":"strong"}]},{"text":", puis cliquez sur ","type":"text"},{"text":"Enregistrer","type":"text","marks":[{"type":"strong"}]},{"text":". Attendez la confirmation verte.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Cliquez sur ","type":"text"},{"text":"Aperçu","type":"text","marks":[{"type":"strong"}]},{"text":" pour vérifier les erreurs. Corrigez les <<[champs variables]>> corrompus au besoin.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Testez le modèle en générant un bon de commande, une facture ou un devis. Faites d'autres ajustements si nécessaire.","type":"text"}]}]}]}]},{"type":"layoutColumn","attrs":{"width":50.0},"content":[{"type":"heading","attrs":{"level":1},"marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"--- EN --- ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ffffff"}}]}]},{"type":"heading","attrs":{"level":1},"marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"⚙ > Administration > Document templates","type":"text"}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Document templates allow users to personalize ","type":"text"},{"text":"Word templates","type":"text","marks":[{"type":"strong"}]},{"text":", which can then be used by project managers to create provider ","type":"text"},{"text":"purchase orders (POs)","type":"text","marks":[{"type":"strong"}]},{"text":", ","type":"text"},{"text":"client invoices","type":"text","marks":[{"type":"strong"}]},{"text":", or ","type":"text"},{"text":"quotes","type":"text","marks":[{"type":"strong"}]},{"text":" in a PDF file format. You can create several templates, such as versions in different languages.","type":"text"}]},{"type":"paragraph","content":[{"text":"Note: ","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"All available <<[variable fields]>> differ depending on whether you're modifying a PO, a quote, or an invoice template. This is similar to how email templates in FlowFit have different variables. A full list of available <<[variable fields]>>, which can retrieve information from FlowFit projects, tasks, clients, and resources, is provided on the last page of each generic template.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":598,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1288,"alt":"image-20240925-190235.png","id":"e7f73767-4aed-49b1-8491-a0716512c00e","collection":"contentId-1834584067","type":"file","height":711}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"How to create a new custom purchase order, invoice, or quote document template","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ⚙ > Administration > Document templates","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Add","type":"text","marks":[{"type":"strong"}]},{"text":" button from the toolbar","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-200930.png","id":"e7807fa0-93d9-4e9f-845c-0b31795003ff","collection":"contentId-1834584067","type":"file","height":517}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter an English ","type":"text"},{"text":"description","type":"text","marks":[{"type":"strong"}]},{"text":". ","type":"text"},{"type":"hardBreak"},{"text":"Click on the blue ‘’plus’’ sign to add a French translation for the description.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the ","type":"text"},{"text":"template language","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the ","type":"text"},{"text":"template type.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Generic template","type":"text","marks":[{"type":"strong"}]},{"text":" button to download and modify the template. Make sure to keep a backup if you do changes and do not alter ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[variable fields]","type":"text"},{"text":">>.","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Preview ","type":"text","marks":[{"type":"strong"}]},{"text":"to have an idea of what the template will look like with sample data in it.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make modifications in the template if needed.","type":"text"}]},{"type":"paragraph","content":[{"text":"Pro tip: ","type":"text","marks":[{"type":"strong"}]},{"text":"We recommend to first customize the variable fields or the field order, and test the template by creating a new client invoice. Once the desired information display is achieved for your custom template, you may proceed with the logo, colours, terminology, fonts, design or any further esthetic modifications around the variable fields.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":580,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2485,"id":"d814ee1c-39cd-43f6-9aab-a09235852234","collection":"contentId-1834584067","type":"file","height":1782}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Select file ","type":"text","marks":[{"type":"strong"}]},{"text":"and upload the downloaded template whether modified or not.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Save ","type":"text","marks":[{"type":"strong"}]},{"text":"and make sure to wait a few seconds (for the file to be fully uploaded) on the same page until you see a green confirmation message that the new template has successfully been imported.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Preview ","type":"text","marks":[{"type":"strong"}]},{"text":"to have an idea of what the template will look like. ","type":"text"},{"type":"hardBreak"},{"text":"If the preview cannot be generated, it means that you may have corrupted one of the ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[variable fields]","type":"text"},{"text":">> ","type":"text","marks":[{"type":"em"}]},{"text":"and you need to fix it before uploading your template again.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make sure to test your new template right away by creating a new quote, PO or invoice (depending on which template you have updated), so you can adjust it if needs be.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph"},{"type":"heading","attrs":{"level":3},"content":[{"text":"How to edit a document template (POs, Invoices and Quotes)","type":"text"}]},{"type":"paragraph"},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ⚙ > Administration > Document templates","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the ","type":"text"},{"text":"Default template","type":"text","marks":[{"type":"strong"}]},{"text":" you need to modify, if applicable:","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2320,"alt":"image-20240925-181828.png","id":"d3d279d2-551e-46d1-8f42-b9d311dcf93e","collection":"contentId-1834584067","type":"file","height":836}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Edit","type":"text","marks":[{"type":"strong"}]},{"text":" button from the toolbar.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-201003.png","id":"db4eb6c2-6883-46df-aa23-8dd8a63e08ca","collection":"contentId-1834584067","type":"file","height":517}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"template file name","type":"text","marks":[{"type":"strong"}]},{"text":" (in blue) to download and modify the template. Make sure to keep a backup if you do changes, and do not alter ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[variable fields]","type":"text"},{"text":">>.","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make modifications in the template if needed.","type":"text"}]},{"type":"paragraph","content":[{"text":"Pro tip: ","type":"text","marks":[{"type":"strong"}]},{"text":"We recommend to first customize the variable fields or the field order, and test the template by creating a new client invoice. Once the desired information display is achieved for your custom template, you may proceed with the logo, colours, terminology, fonts, design or any further esthetic modifications around the variable fields.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":756,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":2485,"id":"d814ee1c-39cd-43f6-9aab-a09235852234","collection":"contentId-1834584067","type":"file","height":1782}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Select file ","type":"text","marks":[{"type":"strong"}]},{"text":"and upload the modified template.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Save ","type":"text","marks":[{"type":"strong"}]},{"text":"and make sure to wait a few seconds (for the file to be fully uploaded) on the same page until you see a green confirmation message that the new template has successfully been imported.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Preview ","type":"text","marks":[{"type":"strong"}]},{"text":"to have an idea of what the template will look like. ","type":"text"},{"type":"hardBreak"},{"text":"If the preview cannot be generated, it means that you may have corrupted one of the ","type":"text"},{"text":"<<","type":"text","marks":[{"type":"em"}]},{"text":"[variable fields]","type":"text"},{"text":">> ","type":"text","marks":[{"type":"em"}]},{"text":"and you need to fix it before uploading your template again.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Make sure to test your new template right away by creating a new quote, PO or invoice (depending on which template you have updated), so you can adjust it if needs be.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph"},{"type":"heading","attrs":{"level":3},"content":[{"text":"How to insert system field values or project custom field values into your document template","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ⚙ > Administration > Document templates","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the ","type":"text"},{"text":"template","type":"text","marks":[{"type":"strong"}]},{"text":" you need to modify. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Edit","type":"text","marks":[{"type":"strong"}]},{"text":" button from the toolbar.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":574,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":871,"alt":"image-20240925-200930.png","id":"e7807fa0-93d9-4e9f-845c-0b31795003ff","collection":"contentId-1834584067","type":"file","height":517}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the template file name (in blue) to download the current version.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Download the ","type":"text"},{"text":"Generic template","type":"text","marks":[{"type":"strong"}]},{"text":" to access the list of variable fields (version 3.4 of FlowFit or above).","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Locate the desired system field or custom field variable:","type":"text"}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Examples:","type":"text"}]},{"type":"table","attrs":{"layout":"default","localId":"ed3e72e8-31dd-4939-8adb-382a14ec1c0e"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"FlowFit Field Name","type":"text","marks":[{"type":"strong"},{"type":"em"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Corresponding WORD Template Tag","type":"text","marks":[{"type":"strong"},{"type":"em"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Request number","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.Number]>>","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Request title","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.Title]>>","type":"text"}]}]}]}]},{"type":"table","attrs":{"layout":"default","localId":"08c5b078-382a-4e68-a5f2-243b963d92aa"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Custom field - 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Number","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.CustomFields[“","type":"text"},{"text":"PUT_YOUR_CUSTOM_FIELD_NAME_HERE","type":"text","marks":[{"type":"backgroundColor","attrs":{"color":"#fedec8"}},{"type":"strong"}]},{"text":"”]]>>","type":"text"}]}]}]}]},{"type":"orderedList","attrs":{"order":6},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy the desired variable from the generic template and paste it into your modified template.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For custom fields, replace \"","type":"text"},{"text":"PUT_YOUR_CUSTOM_FIELD_NAME_HERE","type":"text","marks":[{"type":"backgroundColor","attrs":{"color":"#fedec8"}},{"type":"strong"}]},{"text":"\" with the actual custom field name. In the example below, the custom field name containing the payment method is named ","type":"text"},{"text":"_6_Billing_contact, ","type":"text","marks":[{"type":"backgroundColor","attrs":{"color":"#fedec8"}},{"type":"strong"}]},{"text":"therefore, the correct syntax for this variable will be:","type":"text"}]}]}]}]}]},{"type":"table","attrs":{"layout":"default","localId":"b4ff6132-24d0-4fcc-9483-cc9918293f97"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"background":"#e7e6e6","rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Billing contact:","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"<<[data.Project?.CustomFields[“","type":"text"},{"text":"_6_Billing_contact","type":"text","marks":[{"type":"backgroundColor","attrs":{"color":"#fedec8"}},{"type":"strong"}]},{"text":"”]]>>","type":"text"}]}]}]}]},{"type":"paragraph"},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":616,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1811,"alt":"image-20241205-205616.png","id":"0dce4752-ea7a-4468-aef3-e7993ca79b20","collection":"contentId-1834584067","type":"file","height":266}}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Pro Tip: ","type":"text","marks":[{"type":"strong"}]},{"text":"Make small modifications at a time and test frequently. Keep backups of each version to troubleshoot possible errors on the latest modified variables.","type":"text"}]},{"type":"orderedList","attrs":{"order":7},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Upload the modified template using ","type":"text"},{"text":"Select file","type":"text","marks":[{"type":"strong"}]},{"text":", then click ","type":"text"},{"text":"Save","type":"text","marks":[{"type":"strong"}]},{"text":". Wait for the green confirmation message.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Preview","type":"text","marks":[{"type":"strong"}]},{"text":" to check for errors. Fix any corrupted <<[variable fields]>> as needed.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Test the new template by generating a PO, invoice, or quote. Adjust further if necessary.","type":"text"}]}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"},{"text":"⚙ > Administration > Document templates - FlowFit User Documentation - Confluence (atlassian.net)","type":"text","marks":[{"type":"link","attrs":{"href":"https://consoltec.atlassian.net/wiki/spaces/FFDOC/pages/1834584067"}}]}]}],"version":1}