Tudodesk

You can use custom job templates for sharing information with your team, in your workshop using the Job Display system, as a PDF attachment to a customer, or when printing from Print Node (print node integration required)

You can create custom templates for sharing with customers, printing, or JDS (Job display system) in the template editor.

Templates are created by class. The job board can only use templates of class JOB. But you are free to create a Packing Sheet using the class JOB in the editor and assign it for use on your job board.

- You can create custom templates for sharing with customers, printing, or JDS (Job display system) in the template editor.
- Templates are created by class. The job board can only use templates of class JOB. But you are free to create a Packing Sheet using the class JOB in the editor and assign it for use on your job board.

Click Templates from the side navigation list.

Locate the Template properties section in the left side

Enter a friendly name in the Name input.

Edit the properties to adjust your template settings and layout.

1. Go-to the settings area in Backoffice.
2. Click Templates from the side navigation list.
3. Click +New template.
4. Select Job.
5. Locate the Template properties section in the left side
6. Enter a friendly name in the Name input.
7. Edit the properties to adjust your template settings and layout.
8. Click Save

<a href="https://help.tudodesk.com/en/articles/4576994-using-the-document-template-editor">Using the document template editor</a>

<a href="https://help.tudodesk.com/en/articles/4575961-how-to-assign-a-custom-template-to-a-board">How to assign a custom template to a board</a>

<a href="https://help.tudodesk.com/en/articles/4576047-print-using-a-custom-template-from-a-macro">Print using a custom template from a macro</a>

<a href="https://help.tudodesk.com/en/articles/4646235-how-to-assign-a-custom-template-to-jds">How to assign a custom template to JDS</a>

- <a href="https://help.tudodesk.com/en/articles/4576994-using-the-document-template-editor">Using the document template editor</a>
- <a href="https://help.tudodesk.com/en/articles/4575961-how-to-assign-a-custom-template-to-a-board">How to assign a custom template to a board</a>
- <a href="https://help.tudodesk.com/en/articles/4576047-print-using-a-custom-template-from-a-macro">Print using a custom template from a macro</a>
- <a href="https://help.tudodesk.com/en/articles/4646235-how-to-assign-a-custom-template-to-jds">How to assign a custom template to JDS</a>

What's this for?

What you should know

Steps