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Element
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Description
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Default Page Font
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Defines the primary font used across the entire document template. This setting ensures consistent branding, readability, and visual uniformity for all customer-facing or internal documents. Selecting an appropriate font enhances the professional appearance of inspection reports, service summaries, and work-order-related documentation.
You can also set custom fonts, uploaded through the library, as the Default Page Font, allowing your organization to fully apply its branding guidelines across all generated documents. For more information, see Custom Fonts.
To change the font:
1. Click the font-name dropdown to view the complete list of available fonts.
2. Select a different font from the available list.
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Paper Size
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Determines the physical dimensions of the generated document. Choosing the correct size ensures proper formatting across regions and reduces layout issues during printing or digital viewing.
Available sizes:
• 8 1/2 in x 11 in (US Letter): Commonly used for customer reports.
• 8 1/2 in x 14 in (US Legal): Ideal for documents requiring extended vertical space, such as detailed service records.
• A4 (International Letter): Standard for most global regions and recommended for international customers.
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Page Orientation
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Controls how the document content is presented on the page. Orientation influences overall layout and the arrangement of tables, and images.
Options include:
• Portrait: Best suited for narrative-heavy reports, descriptions, and customer communication.
• Landscape: Ideal for wide tables, multi-column layouts, or data-rich sections requiring additional horizontal space.
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Watermark
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Adds a watermark image that appears centered on every page of the document. Watermarks help reinforce branding, denote document status (e.g., Draft, Confidential), or ensure authenticity during audits.
You can add a watermark to the Document Template. For more information, see Adding Watermark.
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Header
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Enables or disables the header section. Headers typically include elements such as logos, report titles, or customer information. Activating a header ensures each page carries consistent identifiers and maintains a professional, branded appearance.
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Footer
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Enables or disables the footer section. Footers commonly include page numbers, disclaimers, legal notices, or support contact information. Including a footer ensures consistency, supports compliance, and provides a clean, structured document format.
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Margins
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Defines the space between the document content and the edge of the page. Setting appropriate margins ensures clean visual structure, prevents content from being clipped during printing, and improves readability.
You can configure:
• Top
• Bottom
• Left
• Right
Select margin values from the drop-down menus to achieve the desired layout spacing.
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