Module 13 · Specialist · 8 min read

Templates, defaults and the field reference

You will be able to: Choose the default template for each document type; Create a template and understand the Doc Type rule; Read the field reference for bindings.

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The Designers change layouts. Settings ▸ Templates decides which template is used. Its heading reads Template Assignment. It lists every template, lets you pick the default for each type, and holds the label printing settings.

A document type can have several templates but only one is the default. The default is what Print uses, and what Zeyto uses for the PDF it e-mails or sends by WhatsApp.

Choosing the default

  1. Open Settings ▸ Templates and stay on the Documents tab.
  2. Find the row for the document type in the Doc Type column. There can be several rows for one type.
  3. Press Set Default on the template you want. The previous default stops being the default.
  4. The next print, e-mail PDF or WhatsApp PDF uses it.
The Templates settings screen where the default template for each document type is chosen.

Settings, Templates: the default for each document type.

Settings, Templates: the default for each document type.

Press Edit on a row to open the template in the Document Designer (or the Label Designer for labels). This screen only chooses which template is used.

Starting a new template

  1. In Designers ▸ Documents press + New Template.
  2. On the Page tab type the Name and choose the Doc Type. The Doc Type cannot be changed after the first save. Choose the Paper.
  3. Build the page from the Insert and Fields tabs, then Save and Set as Default.

Names must be unique per document kind. A new blank template starts as A4 with a header, a line table, a summary and a footer.

Document Type Registry and the field reference

On the Documents tab the Document Type Registry lists every document and voucher type Zeyto knows. Click one to see its Field Reference: every Binding Path a template can print, with its Label and Format, for example doc.date. The registry also shows how many templates the type has, whether one is default, and flags such as Voucher, Lines, VAT and Tax Invoice. Fields shows how many header and line fields a template can print, such as 12H / 9L.

The Document Type Registry listing every document type with its name, prefix and behaviour.

Settings, Document Types: the registry behind every document.

Settings, Document Types: the registry behind every document.
Registry columnMeaning
TemplatesHow many templates the type has, with default or no default
FlagsVoucher, Lines (has item lines), VAT and Tax Invoice
FieldsHeader and line fields a template can print
PermissionsThe permission keys for viewing and submitting the document
Two sales invoice templatesThe company has Modern A4 and a custom Wholesale A4 for document type SI. Set Default on Wholesale makes every invoice print and e-mail in Wholesale. Pressing Set Default on Modern later switches back, with no change to any invoice.
Watch outKeep one default for every document type you print. Without one, Print uses the first template of that type, and the e-mailed or WhatsApp PDF falls back to a plain text page.
  • Set Default and the label settings need the designer module of your licence. Without it an upgrade sheet opens.
  • A template that ships with Zeyto cannot be changed in place. Saving makes your own copy.
  • The tiles show Document Templates, Label Templates, Doc / Voucher Types, Assigned Defaults and Latest Version.
  • Each save raises the template's version by one.
TipThe version number and template name appear at the top of the print page, which makes it easy to see which template produced a printout.

Try it in the demo

  1. Open Settings ▸ Templates in the demo and read the Documents tab list.
  2. Find a document type in Document Type Registry and click it to read its Field Reference.
  3. Look for the Set Default and Edit buttons without changing the demo's defaults.
Open the live demo

Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.

Key takeaways
  • Settings ▸ Templates chooses defaults; the designers edit layouts.
  • One default per document type; without one, e-mailed PDFs fall back to plain text.
  • Doc Type is fixed after the first save.
  • The Field Reference lists every binding path a template can print.

Check yourself

3 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.

1. Where do you press Set Default for a document type?

2. When can the Doc Type of a template be changed?

3. A document type has no default template. What does the e-mailed PDF do?

Previous: The Document DesignerNext: Labels, barcodes and printers

Practice questions for this module · Printable study sheet