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PDF templates

From PDF Templates, you can assign a PDF template to a company and a document type.

Navigation path:

Invoicing → Settings → PDF Templates

How to assign a PDF template​

1. Open PDF Templates​

From the Invoicing module, go to Settings and select PDF Templates.

The list of templates assigned by company appears.

PDF template list by company in MIDLA

The list displays:

  • Company
  • Document Type
  • PDF Template

Use the Search field to find a record.

If the list is empty, the message No records found appears.

2. Create an assignment​

In the upper-right corner, click Create PDF Templates by Company.

The creation form opens.

Form for assigning a PDF template to a company

3. Complete the details​

Complete the following fields:

  • Company: select the company to which the template will be assigned.
  • Document Type: select the appropriate document type.
  • PDF Template: select the template you want to assign.

All three fields are marked with an asterisk (*) and are required.

Use this form to select an available PDF template and link it to a company and a document type.

4. Save the assignment​

Once you have completed the details, select one of the following options:

  • Create: saves the template assignment.
  • Create and create another: saves the assignment and allows you to register a new one.
  • Cancel: cancels the creation.

Result​

The PDF template is associated with the selected company and document type.

You can view the assignment under Invoicing → Settings → PDF Templates.