1. Template Management

• Preset Templates: To facilitate quick setup, ShareCRM provides preconfigured print templates for relevant business objects (e.g., Sales Orders, Accounts). Users can directly use these templates or duplicate and modify them as needed.
• Default Template: Users can configure multiple print templates for different scenarios and designate one as the default. The system automatically uses the default template during printing, though users may switch templates manually.
• Limit: Up to 100 print templates can be created. To increase this limit, purchase a template quota pack (each pack adds 50 templates).

2. Create a PDF Template

Click New Template (Figure 1.1).

• Creation Methods (Figure 1.2)
  • Method 1: Copy from an existing template. Duplicate a template and adjust its layout/fields to streamline setup.
  • Method 2: Start from scratch. Create a blank template.

Figure 1.1: New Template

Figure 1.2: Creation Methods

• Configure Basic Settings (Figure 1.3)
  • Template Name: Assign a descriptive name (e.g., “Sales Order - Customer Confirmation Template”).
  • Scope: Define employee access permissions for the template.
  • Export Format: Choose between Word or PDF.
  • File Naming:
    • Custom names can combine object fields, variables, and text (e.g., (Account Name)2022(Gender)).
    • Unsupported fields: Images, attachments, signatures, payment components, etc.
    • Default naming: [Object Name]-[Primary Attribute].
    • Invalid characters: /:*?"<>|.
• Edit PDF Template (Figure 1.3)
  • Template Editor (Toolbar): A rich-text editor with Word-like functionality:
    • Text Formatting: Font size, style, bold/italic/underline, borders, superscript/subscript.
    • Paragraph Formatting: Spacing, indentation, alignment.
    • Tables: Insert and customize tables.
    • Layouts: Add invisible grids for alignment.
    • Dynamic Tables: Automatically populate child records (e.g., Products under a Sales Order).
      • Supports subtotal rows.
      • Auto-incrementing SN (serial numbers).
      • Filters by Record Type.
    • QR Codes: Insert object-detail or custom QR codes.
    • Watermarks: Text/image watermarks with adjustable opacity.
    • Headers/Footers: Add static/dynamic content or images.
    • Page Numbers: Customize position and format.
    • Insert Fields: Click fields (e.g., “Order ID”) from the left panel to add them to the template.

  • Associated Objects & Fields (Left Panel): Print fields from Primary Objects (e.g., Sales Orders) and related objects (e.g., Products, Payment Collections).

  • Supported Field Types:
    • Text/selection fields: Display values directly.
    • Images: Fixed-size rendering.
    • Attachments: Show filenames only.
    • Lookup fields: Support referenced images.

  • Global Variables: Accessed under “Global Variables” in the data source panel.

  • Permissions:
    • Fields/objects without view permissions are hidden during printing.

Figure 1.3: Editing Interface

3. Template Operations

• Edit (Figure 1.4): Same as creating a new template.
• Set as Default (Figure 1.4): Designate a template as the default for automatic use during printing.
• Reset (Figure 1.4): Restore preset templates to their original configurations.
• Delete (Figure 1.4): Remove unused templates (preset templates cannot be deleted).

Figure 1.4: Template Actions

4. Custom Printing with HTML + APL

Print templates support HTML and APL (Application Logic) for advanced scenarios like:
- Irregular tables (e.g., merged cells).
- Conditional element display (e.g., hide/show fields).

Learn more:
Print Templates: HTML + APL Integration

Example: Merged Cells

picture coming soon: