Doc Designer is a powerful template creation and management tool that allows you to customize document layouts for all your business transactions. Create professional, branded document templates that match your company's style and specific requirements.
To access the Doc Designer and create, manage and update your company's templates, from the main menu, go to Settings > Doc Designer and select the template's transaction type.
Doc Designer transaction types
The table below shows all the document types you can create custom Doc Designer templates for. The "Required setting" column indicates whether certain features must be enabled in your account's settings to access specific transaction types.
Doc Designer transaction type | Required setting |
Purchase Orders | Always available. |
Supplier Returns | Always available. |
Warehouse Transfers | Always available. |
Assemblies | Always available. |
Sales Quotes | Sales Quotes must be enabled in Settings > Company > Configuration. |
Sales Orders | Always available. |
Invoices | Order Management must be enabled in Settings > Company > Configuration. |
Picklists | Order Management must be enabled in Settings > Company > Configuration. |
Combined Picklists | Order Management must be enabled in Settings > Company > Configuration. |
Packing Slips | Always available. |
Ship Notes | Order Management must be enabled in Settings > Company > Configuration. |
Credit Notes | Always available. |
Labels | Always available. |
Commercial Invoices | International Commerce Codes must be enabled in Settings > Company > Configuration. |
Doc Designer limitations
.webp image files are not supported.
Hyperlinks cannot be embedded in templates.
Create Doc Designer templates
Each transaction type includes two built-in templates:
Classic Template: Standard business format.
Formal Template: Professional corporate layout.
Classic and Formal templates cannot be edited or customized directly, but can be duplicated to create customizable versions.
Doc Designer offers three flexible methods for creating new templates to meet your business documentation needs. You can start completely from scratch with a blank template, duplicate existing designs for similar layouts, or import templates from JSON files to transfer designs between accounts or document types.
Create a blank template
For completely custom designs starting from scratch:
Navigate to Settings > Doc Designer
Select your desired transaction type e.g., "Purchase Orders".
In the Document tab, click "New".
Enter a unique name in the "New Template Name" field.
Verify the correct transaction type is selected in the "Document" dropdown.
Click "Create".
Your blank, editable template is now ready for customization.
Duplicate an existing template
For a new template similar to an existing design:
Go to Settings > Doc Designer.
Select your transaction type e.g., "Sales Quote".
In the Document tab, click "Duplicate".
Provide a unique name in "New Template Name".
Confirm the correct transaction type in the "Document" dropdown.
Click "Create".
📌 Note: Changes to duplicated templates don't affect the original, and vice versa.
Import a template from a JSON file
For transferring templates between accounts or document types:
Export Process:
Navigate to Settings > Doc Designer > [Transaction Type]
Select the template using the "Template Name" dropdown.
Click "Export".
JSON file downloads to your device.
Import Process:
Go to Settings > Doc Designer > [Target Transaction Type]
In the Document tab, drag and drop the JSON file into "IMPORT TEMPLATE" or click to upload.
Successful imports appear in the "Template Name" dropdown
JSON File Requirements:
Must contain correct DocumentType (target transaction type).
Must include unique LayoutName (template name).
Components must be compatible with target transaction type.
Template customization
Once you've created your template, Doc Designer provides comprehensive customization options to match your brand and business requirements. Customization is organized into three main areas: global template settings for fonts and layout, a toolbox of draggable components for content placement, and detailed component-specific controls for fine-tuning appearance and functionality.
Whilst editing a Doc Designer template, if the changes being made are no longer required, and you would like to revert the template to its last published version, click on Discard Draft.
Template tab
Go to the Template tab of a transaction's Doc Designer template to configure its overall properties.
Template setting | Description | Options |
Font Name | Default font for the entire template, unless specified in a template component. | Use the drop-down menu to select either:
|
Font Size | Default font size for the entire template, unless specified in a template component. | Use the drop-down menu to select a value from 6 to 20. |
Orientation | The template's page layout direction. | Use the drop-down menu to select either:
|
Document Size | The template's page dimensions. | Use the drop-down menu to select either:
When Custom is selected, enter the page dimensions: Width (valid 1.0 - 21.0) Height (valid 1.0 - 29.7), and margin for the top, bottom, left and right in cm. |
Print serial and batch numbers
For some Doc Designer templates you have the option to include a print-out of the transaction's allocated serial and batch numbers on an additional page when the template is used to generate a transaction's document. The following transaction types can be selected to print serial and batch numbers on a separate page:
Warehouse Transfers
Assemblies (Only includes component batch or serial numbers.)
Sales Orders
Sales Invoices
Picklists
Combined Picklists
Packing Slips
Ship Notes
Commercial Invoices
The serial or batch number page cannot be customized, but you can use the checkboxes and drop-down menu available in the Template tab to configure how much detail is included.
Template serial and batch setting | Description |
Print Serial Number | Tick the checkbox to print all serialized products with the allocated serial numbers on a separate page. |
Include Barcode | Tick the checkbox to include the serial number as barcode image when printed on a separate page. |
Barcode Type | Use the drop-down menu to select which barcode format the serial number should be displayed as:
|
Print Batch Number | Tick the checkbox to print all batch-tracked products with the allocated batch numbers on a separate page. |
Include Barcode | Tick the checkbox to include the batch number as barcode image when printed on a separate page. |
Barcode Type | Use the drop-down menu to select which barcode format the batch number should be displayed as:
|
Toolbox tab
The Toolbox tab in the Doc Designer template contains components, split into component sections, for building your template's layout. These components can be dragged onto your template and positioned anywhere on the page to create your desired design.
The Toolbox tab's sections and the components available within them will vary depending upon the transaction type the template is for. The following section details the Toolbox component sections that are available to the majority of Doc Designer templates, but you can head to Settings > Doc Designer to review all Toolbox components available per transaction type.
📌 Note: It is not possible to add a transaction template's component to a different transaction type's template if it is not already available.
Basic components
Basic components provide the foundational elements for your document layout, including text, visual elements, and structural formatting. By default, the following basic components will be available for every Doc Designer template.
Basic Component | Description |
Text | Once added to the template, click on the "New label" component and go to the Component tab to edit the text and include standard messaging. |
Company Logo | Adds your account's Company Logo, identified in Settings > Company > Images, to your template. |
Image | Once added to the template, click on the "Image" component, go to the Component tab and use the Image drop-down menu to include one of your account's company images, from Settings > Company > Images, to your template. |
Line | Adds a line divider to the template. Click on the Line component in the template, go to the Component tab, and use the Style settings to determine the line's width, direction, style, and colour. |
Footer | Establishes a footer section at the bottom of the template. Any component placed within the Footer on the template's layout will be included on every page. |
Header | Establishes a header section at the top of the template. Any component placed within the Header on the template's layout will be included on every page. |
Page Number | After adding the component to the template, click on the Page Number component, go to the Component tab and use the options available to establish the page number's style and format. The Page Number component can only be added into the Header or Footer of a template. |
Lines Grid | Add the transaction's Order, Charge or Cost Lines Grid to the template to include the product, charge and cost lines from the respective transaction to the template. After adding a Lines Grid to the template, click on the component, go to the Components tab, and use the options available to select which line details from the transaction should be included, in what order and layout. |
Remove Blank Address Lines | Lay the Remove Blank Address Lines component over an address's components and the template will dynamically re-format the address's components to remove any blank address fields from the transaction's document. |
Company Data
Company Data components allow you to add your account's Company details to your templates. The components available in Company Data include, but are not limited to:
Company Name
Trading Name
EORI Number
GST VAT Number
Phone
Mobile
Fax
Physical Address
Postal Address
Web Site
Audit Data
Audit Data components enable the inclusion of timestamps and user details, specific to the transaction the template's used on. The components available can include:
Created By
Created On
Last Modified By
Last Modified On
Last Printed By
Last Printed On
Today's Date
Customise components
After a component's been added to a template's layout, it can be moved, adjusted and further customised to suit your template's needs.
Select individual components in the template layout to reposition them, or highlight multiple components to move them as a group.
Drag the corners of a component to re-size a component.
Click a component and go to the Component tab to format the style and orientation.
Component tab
The Component tab is only available when a single component in the template is selected or highlighted. The tab allows you to delete the component, or edit its contents to suit your business's designs and requirements.
Component Style options | Description |
Font Name | Use the drop-down menu to select the component's font, which will take precedence over the Template tab's font:
|
Font Size | Use the drop-down menu to select a value from 6 to 20, which will take precedence over the Template tab's font. |
Font Colour | Use the gradient colour selector to choose the component's font colour. Click on Clear to revert to the default. |
Background Colour | Use the gradient colour selector to choose the component's background colour. Click on Clear to revert to the default. |
Order | Use the drop-down menu to select the which template layer the component is positioned with:
|
Text Style | Click on the following text style icons to apply them to the component's text:
|
Border Style | Use the drop-down menu to select a line style for the component's border:
|
Border Width | Use the drop-down menu to set a line width width for the component's border, between 0 - 3. |
Border Colour | Use the gradient colour selector to choose the component's border line colour. Click on Clear to revert to the default. |
Text Vertical Align | Use the drop-down menu to determine how the component's text aligns down the page:
|
Text Horizontal Align | Use the drop-down menu to determine how the component's text aligns across the page:
|
Text Orientation | Use the drop-down menu to determine how the component's text is oriented:
|
Lines Grid customisation
Select the Lines Grid component in a Doc Designer template to manage it's style as well as the contents it needs to populate. In the Lines Grid's Component tab the Column Control section allows you to select which details from the transaction's lines should be included on the document and determine how they should be displayed.
Column Control setting | Description |
Headers | Select a column header, e.g. Product Code, Quantity, Serial Number, and tick the Visible checkbox to include the match transaction line's detail as a column in the template's grid. |
Change Order | Select a column header in the Headers field and use the up (left) and down (right) Change Order arrows to move the column's position within the grid. |
Header Name | Enter a custom name for the column's header. |
Width | Use the sliding scale to change the column's width in the grid. Tick the Auto checkbox to revert to the template's default. |
Test Alignment | Select the appropriate horizontal and vertical alignment icons to determine how the column's text is displayed within the grid. |
Wrap Text | Tick the Wrap Text checkbox to automatically adjust the column's text into the next line and avoid overlapping with the subsequent column. |
Include Separator Line | Tick Include Separator Line to add a line under each row of the Lines Grid. |
Display on own row | Tick Display on own row to move the selected header's column detail under its own row in the grid. |
Decimal Places | Use the drop-down menu to select how many decimal places should be displayed for the selected header column's values, choose from 0 - 6. |
📌 Note: The name and content of each Doc Designer templates' "Lines Grid" component will vary depending upon the transaction type the template is for.
Preview template
Go to the Preview tab in a Doc Designer's template to see an example of how the template's layout will look using the latest transaction's data. You can click on the preview to enlarge it, or click on the PDF Preview link to download the example as a PDF document.
Manage Templates
This section covers the key operations you'll need to perform after creating and customizing your templates.
Publish templates
To make a new or updated template available for use it needs to be published:
Go to Settings > Doc Designer > {Transaction Type}.
Select the template from the Template Name drop-down menu.
Edit or update the template.
Click on Publish.
When published, the updated version of the template will be used when the template is selected in a transaction and emailed or printed.
Default templates
To set a Doc Designer template as the main template to be used when the transaction is printed or emailed, enable it as the Default.
Go to Settings > Doc Designer > {Transaction Type}.
In the Document tab, select the template from the Template Name drop-down menu.
Tick the Default checkbox.
The default template will then be the "Unleashed Default".
📌 Note: If there is no default template selected in a transaction type's Doc Designer, Unleashed's internal default applies. Internal default templates cannot be exported, duplicated, or edited a Doc Designer's transaction type.
Delete templates
When a Doc Designer template is no longer needed, and when it is not currently the default template, it can be deleted.
Go to Settings > Doc Designer > {Transaction Type}.
In the Document tab, select the template from the Template Name drop-down menu.
Select Delete.
Transactions or records that have the template selected will update to assign the "Unleashed Default" instead.
Frequently asked questions
How can I add payment or bank info to a template?
How can I add payment or bank info to a template?
Go to Settings > Company > Invoicing and enter your business's payment or bank information in the "Footer Details" field. Then go to your template in Settings > Doc Designer > {Transaction Type} > Toolbox tab, under Other Data, add either the "Footer Details" or "Payment Details" component to the template's layout. The Footer Details in your Company settings will then populate when the template is printed.
Are currency symbols supported in Doc Designer?
Are currency symbols supported in Doc Designer?
For Doc Designer templates to dynamically populate the customer or supplier's currency, add the Currency Code component, from Toolbox > Other Data. The currency will be indicated as an acronym e.g. USD, AUD, NZD, GBP. Currency symbols such as $, £, €, as supported as plain text, but will not dynamically update.
How can I include Component Products on a template?
How can I include Component Products on a template?
If a Sales Order includes products that have been assembled from the Sales Order's line, the assembly's components can be displayed on your Invoice and Sales Order documents:
From the main menu, go to Settings > Doc Designer > Sales Orders or Invoices.
Select the template; it cannot be Formal or Classic.
Select the LinesGrid component in the template's layout.
Go to the Component tab.
In Headers, find and select "ComponentProducts".
Tick the Visible checkbox.
Select Save and Publish.