The Document Designer
You will be able to: Open and edit a template safely; Add fields, pictures and columns; Preview, save and set a template as default.
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Designers ▸ Documents is where you change the layout of printed documents: invoices, quotations, vouchers and more. A template is a page made of bands (horizontal stripes: header, detail table, summary and footer) holding text, fields, pictures, barcodes, lines and boxes. The designer changes how documents print. It never changes the document itself.
Zeyto ships ready-made templates for each kind of document and paper size. They are read-only. When you save one, Zeyto keeps your edited copy and uses it from then on, and the original is left untouched. The POS till receipt is not a template: its layout is fixed.
The workspace
Choosing a template opens a full-screen workspace. A ribbon on top holds the tools in groups (File, Home, Insert, Page, View, and a Table tab when a table is selected). A toolbox on the left has element tools, with the Fields and Outline drawer beside it. The Properties panel is on the right and a status bar at the bottom shows the selection and zoom. Press ? for the designer's own tutorial and shortcuts.
Common jobs
- Change an element: click it, and its settings open in the Element tab. Change Font size, Align or Text colour in the Style tab, or the words in the Content tab.
- Add a field: open the Fields tab, find the field and drag it to the page, or double-click to add it to the selected band. A dimmed field is one this kind of document never fills and would print blank.
- Add a table column: click the table first, then double-click a line-item field, or use + Field in the Data tab.
- Add a logo: open Insert ▸ Image, then Choose picture. Leave the picture empty to print the company logo from Company Profile.
Check, save and publish
- Press Preview PDF. A new tab opens with the file drawn by the production PDF engine, from your latest posted document of that kind, or sample data.
- Fix every item in the Problems list. A problem blocks saving; a thing worth checking does not.
- Press Save. If it was a shipped template, the message says you saved your own copy.
- Press Set as Default so this template is the one used when this kind of document is printed.
| Feature | What it does |
|---|---|
| Duplicate | Makes a copy named with (copy) in the template list |
| Reset to standard | Deletes your edited copy of a shipped template and brings the standard one back |
| Export JSON / Import JSON | Backs up or moves a template to another Zeyto install; an import starts an unsaved template |
| Version history | Lists every saved version of your copy and lets you load an earlier one |
| Visible when | A condition such as doc.total == 0; the element prints only when it is true |
| Carry totals across pages | Prints Carried forward and Brought forward lines on multi-page tables |
Try it in the demo
- Open Designers ▸ Documents in the demo and filter by document type Sales Invoice.
- Open the default template, click an element and look at the Element tab.
- Press Preview PDF and read the Problems list if one appears. Do not save over shared demo templates.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Shipped templates are read-only; saving creates your own copy.
- Preview PDF uses the production engine; problems block saving.
- Set as Default decides which template prints.
- Use Totals fields for money so print matches the posting.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.