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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 navigate to the Setup-module and choose DOCUMENTS > MASTERS.

Here you can view 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 a BLANK PAGE or 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- and Tasks-module, and can be found on the frontpage of the company- and task-card, respectively, as shown below.

Learn more about saving as PDF functionality /wiki/spaces/CPFN/pages/25395260.

Form actions

When a user finishes a task or services a piece of equipment, they may be asked to fill in a form, and usually, after submitting it, Microbizz may perform some actions. Among these actions, one of them allows you to use masters - the Create PDF action. For more on this, please refer to how to create form actions.

To create an action that creates a PDF, you need to fill out the following:

  • Title: Name of the "Create PDF"-action

  • Body text: In order to use body texts, you must have created one in advance. For more on this, please refer to HTML templates
  • Master: Here you must choose a master you've created earlier. For more on this, please refer to masters
  • Save PDF copy to folder: If checked, you can specify which Company folder the PDF should be saved in when created
  • Send mail to: Choose between the following:
    • (Don't send)
    • Contact person

  • Also send mail to: Choose from any task templates, or fields from the Tasks-, CRM- or Equipment-module e.g. the "Responsible"-field.

  • Also send mail to: You can also type in an email address that isn't part of your Microbizz setup
  • Pr. default, this action...: Choose between one of the following:
    • ...isn't carried out
    • ...is carried out

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