PDF document templates

Why

Templates set how the shop’s printed documents look. A customised template replaces the standard when printing. One document can have several rows by language and paper size, so edit the right row

How

1. 1Open the PDF document templates menu and see the template and customised counts at the top
2. 2Document categories: choose one, such as Finance · Appointments / Queue · Drugs / Prescriptions · Lab / X-Ray · Inventory · Service use · Medical certificates · OPD cards · Consent / Stickers · Assessment documents
3. 3Search documents: type a document name or docx code
4. 4Press a status chip (Customised, Standard or Inactive), choose a Language, and press Clear filters to show everything again
5. 5Read the document’s rows: Language · size, Status and Last edited

Why

The preview uses the same PDF steps as printing and includes the real shop logo, so you can judge the layout without creating a real document

How

1. 1On the document’s row press the Preview PDF icon
2. 2The PDF opens in a new tab — allow browser pop-ups if it does not appear
3. 3Check the logo, text positions and paper size — the content is sample text, not real customer data

Why

When the system adds documents, an existing shop may not have them. This adds only what is missing and leaves customised templates alone

How

1. 1If New system templates this shop does not have yet appears, read the missing documents
2. 2Press Add new templates from the system — it is disabled when nothing is missing
3. 3A message shows how many were added, and the new rows appear in the list

Why

Paper size and page count are the document’s structure. Set them before positioning fields, since later changes can mean redoing the layout

How

1. 1On the document’s row press Edit — this needs a screen at least 1024px wide
2. 2Read Last saved or Never customised in the header to know this template’s state
3. 3Paper size: choose one, such as A3–A7, Letter, Legal, 58/80mm receipt rolls or stickers — an uploaded background will be removed, and you are warned first
4. 4Move between pages with the previous / next page buttons
5. 5Press Add page for a blank page
6. 6Press Duplicate this page to copy the current page
7. 7Press Delete this page to remove the current page — its fields go too, so you are asked first; it is disabled with one page left

Why

Positions in the designer are positions on the real document. Unbound fields show fixed text, and bound fields pull real data when printing

How

1. 1Designer toolbar: choose a field type (text · image · signature · line · table · rectangle · ellipse · SVG · QR code · Code128 / EAN13 barcode) and place it on the page
2. 2Press a field to select it, then drag to move or drag a corner to resize
3. 3Side panel: set the field’s name, position, size, font, text size, colour and alignment
4. 4Table fields: for equal borders, tick Same border on all sides, then set the width and colour
5. 5Press Preview PDF regularly to check the real result

Why

The field name tells the system what to fill when printing. A wrong name shows no real data, and each document has different variables

How

1. 1Press Available variablesVariables available in
2. 2Search variables: type a variable name or description, and choose the This document or All scope
3. 3Press a variable to copy its name — the window stays open so you can copy several
4. 4Select the field on the page and paste the name into its field name in the side panel
5. 5Press Preview PDF to check the layout, then print one real document to check the data

Why

A shop with an existing form need not redraw it: use it as the background and place data fields on top

How

1. 1Press Background
2. 2Choose Upload PDF / image and pick files — several files become several pages
3. 3After Background applied appears, align the fields with the form
4. 4To remove it, press Background and choose Remove background (blank paper)

Why

After saving, this template becomes "Customised" and immediately replaces the standard when printing, so always preview first

How

1. 1Look for the Unsaved changes tag in the header
2. 2Press Save or Ctrl+S
3. 3Template saved appears and the list shows Customised
4. 4Press the back arrow to return to the list — with unsaved changes choose Save and leave, Stay or Leave without saving

Why

If a save broke a document, restore an earlier version without redesigning it

How

1. 1On the document’s row press the More menu and choose Version historyVersion history
2. 2Read the list: the In use tag and each save’s date and time
3. 3On the version you want, press Use this version
4. 4A message confirms the restore; preview the PDF to check

Why

Use it when a customised template has problems, or you want the system’s design back for just that document

How

1. 1On the document’s row press More and choose Reset to the system standard — it is disabled when already using the standard
2. 2Read which customised version is affected and press Reset this template
3. 3A message confirms the reset, and the old work can still be restored from Version history

Why

Use it only when many templates are broken or missing, because every customised template is replaced by the standard

How

1. 1First download the template file (.json) of important templates from the More menu
2. 2The owner presses Reset allReset every template of this shop to the standard
3. 3Read the number and names of customised templates that will be lost
4. 4Type the shop code exactly to confirm, and press Reset the whole shop
5. 5A message confirms the reset with the number created