Paragon strives to have the utmost convenience and flexibility for its users. A feature which embodies this is the custom transaction template feature which allows you to apply your custom built PDF templates to your transactions, so that your transaction can have features specific to your needs.
There are two ways to do this; firstly, you can
create a custom template in Paragon. We will show you the second method in this article - importing a custom PDF template as used previously by you (already a Paragon customer) in a different build.
Part 1. Access Report Template Editor in Settings
Go into settings, which is on the top right hand corner of any screen on Paragon.
In settings, under the Reports & Data card, go into the Report Template Editor feature. Note that you have to scroll to the bottom of the card to be able to see this feature.
In the report template editor, click the add button on the top left hand corner.
You will get a
create new template pop-up modal. Give your template a name and the module that this template will be used for. If you want to use this template for multiple modules, you will have to create a new template every time. The reason for this is that the way that these templates are used necessitates the connection to a specific module.
Hit the
upload template button to upload a local file.
Click on "Select a file" to import a local file. You can only import one file at a time. Note that the file imported must be in the format of .json, which permits the file to be modified in the report template editor. The great part about this import function is that you can continue to edit and customize the imported file in the report template editor
as if you've just created it.
Once you've selected an internal file, click "Upload".
Once you've selected your file, click the green accept button (you can only import one file at a time)
When you press enter, your custom file on the Report Template Editor will look something like this:
Step 3. Use the custom template
You've successfully uploaded the template! You can continue to
customize it to your liking if you wish. There are two ways to use this template:
Related Articles
Create a custom PDF template for any transaction
Introduction Although we have default PDFs that perfectly highlight the details of your transactions, you may want to build your own template(s) to suit your business needs. Our report template editor provides you with the flexibility to customize ...
How to configure conditional custom PDF printing and emailing
Introduction Communication with your customers and vendors is vital in maintaining successful business relationships. Using the report template editor in Paragon, you can create custom PDF output templates that can be assigned to each module in ...
Rule - Sending an email with the appropriate custom PDF
Being able to keep efficient electronic communication between you and your customer is a great asset in this day and age. In Paragon, we already have a few great features related to this: one being that you can email PDF output of a transaction ...
Customer statements report
Introduction Keeping your customers informed about how much they owe you is essential, and having one standardized document for these statements is common practice. From the print or email button on each customer, a customer statement will be ...
Add more options to the action button
Introduction Surely, if you've used Paragon, you will know that on the detail view of any object - every single person, item, transaction, etc. - has a little green button on the bottom right hand corner called the action button similar to this one: ...