Master documents are made up of one or more PDF templates from nearly all the modules available in your Microbizz solution. Before you can continue in creating master documents, you need to have created at least one PDF template in advance.
For creating and editing masters, you should head to the Setup-module and choose DOCUMENTS > MASTERS as shown below.
Here you will see and manage masters.
Create/Edit masters
Creating and editing masters is done in the same way as creating and editing most data in Microbizz.
To create a new master you need to fill out the following:
Title: Name of the user type
Page size: Choose from a variety of page sizes and formats
Line format: Choose from a variety of line formats. For more on this, please refer to line formats
- Font size: Choose from a variety of font sizes
- Pages: Drag any page from the Special pages (the right-side of the screen). You can either drag the BLANK PAGE or choose from one of the templates created for the various modules, if any
- Header/footer: By choosing a template from a module from the Special pages (the right-side of the screen), and clicking on the square, you can choose any PDF header/footer template you might have created in advance
Assigning masters
There are two ways you can assign masters in, which are as follows:
- Save as PDF
- Form actions
Save as PDF
This function is available across many modules i.e. CRM-, When saving the user, the newly added custom field will be available on the front of the page.
