A combination of WorkBook layouts, watermarks and print settings are used to create the branded, client facing documents such as price quotes, purchase orders and invoices.
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Layouts
WorkBook has standard layouts (known as reports in WorkBook) coded to pull system entered data in to the client facing documents, i.e. price quotes, purchase orders and invoices.
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While layouts can be amended by a developer (for an additional cost), the use of watermarks and print settings can negate the need for this.
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Watermarks
A watermark is your branded header & footer (similar to a letterhead) that is used to include your branding on price quotes, invoices and purchases orders.
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Layouts
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Watermarks should be formatted to take the different layouts in to consideration.
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Creating a new watermark
The watermark should be formatted to fit across the top of the page and setup in the following format:
PNG file
300 dpi
2480 x 3508 pixels (A4) or 2550 x 3300 (US letter)
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Adding a new watermark to WorkBook
To add a new watermark to WorkBook go to:
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Select your .png file and upload it
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Defaulting your watermark
In WorkBook you can set up different watermarks for different companies, departments, debtors or clients.
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Complete the following fields in the add new watermark pop up:
Report - which report do you want to default the watermark to
Watermark - select the watermark
Reference type - how will WorkBook know to use this watermark?
Group - depending what you select for reference type, you will then need to set the appropriate group that does with that reference type
Priority
Click ok
In the example below, we have defaulted the ‘ArpeDiem.watermark’ to the price quote on the company (reference type) ‘ArpeDiem’ (group).
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Repeat the
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steps above for any other reports that need to have a default watermark
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Once this is done, the next time you create that particular report e.g. price quote, the correct watermark will default
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Replacing an existing watermark
When your agency changes address or updates it’s branding, you will need to create a new watermark and replace the existing watermarks. This is a very simple process in WorkBook.
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Select your .png file and upload it
This will then replace the old watermark png with the new one for all reports where the watermark was in use
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Deleting watermarks
If you have a watermark that is no longer in useunused, you may wish to delete it.
In the settings module > folders, reports & documents tab > select report layouts and watermarks
Go to the watermark setup tab > click the delete selected watermark button
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If the watermark has been used you will not be able to delete it
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Print Settings
The level of detail displayed on price quotes, project price quotes and invoices can be tailored on a case by case basis using that record’s “Print Settings”.
Print settings are set by the individual printing the particular report e.g. a price quote (348)
We have included the print layout settings of price quotes, project price quotes, and invoices below.
Price Quote Print Settings
Price quote (348) is the report used for individual price quotes. Below are the options for what can be displayed on a price quote.
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Project Price Quote Print Settings
A project price quote (448) is used when you want to bring multiple price quotes into one document. Below are the options for what can be displayed on the project price quote.
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Invoice Print Settings
Below are the options for what can be displayed on the invoice (351).
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