A combination of WorkBook layouts, watermarks and print settings are used to create the branded, client facing documents the system outputs, such as price quotes, purchase orders and invoices.
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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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Some information on the layout will be hard coded.
The layout should be formatted to take the watermark in to consideration.
Every output can have multiple layout templates, if needed.
Preferred layouts can be defaulted by client/department/etc.
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While WorkBook’s standard layouts can be amended, the use of watermarks and print settings can negate the need for this.
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