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How to Edit Inventory Captions
How to Edit Inventory Captions

Inventory captions represent the work details displayed when PDFs are generated or offers are sent.

Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

When editing the inventory captions for your account, you can choose to customize your own captions or apply the organization-wide captions.

Organization-wide captions:

Step 1: In the top-right corner, select your account name > Settings.

Step 2: On the settings page, go to Organizations > Inventory > Caption Formatter.

Step 3: Under Inventory Caption Formatter, select View available caption fields.

Step 4: In the Caption Formatter text box, remove, add and reorder captions as desired, then select Save Changes.

User-specific captions:

Step 1: On the same settings page, go to Account > Inventory > Caption Formatter.

Step 2: Check the box to apply and edit your personal captions. In the Caption Formatter text box, edit the captions as desired, then select Save Changes.

To learn more about user-specific & organization-wide captions, check out this article.

To learn more about custom inventory fields, check out this article.

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