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PDF Template

PDF Template

Owned by Kresimir Nikolic (Unlicensed)
Last updated: Jul 31, 2024 by Marin Varvodic
2 min read

The PDF Template Creation feature in the Shoppie app allows users to customize the appearance and information of PDFs generated for orders. Users can add their company logo and company information such as name, country, city, postal code, address, and phone number. This information will be used to generate professional and branded PDF documents for orders.

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Accessing PDF Template Settings

  1. Navigate to "Manage Apps" in Jira Service Management

  2. Select "Shoppie" from the list of apps.

  3. Click on "PDF Template" to open the PDF Template settings page.

Adding Company Logo

  1. Locate the "Company Logo" section at the top of the PDF Template settings page.

  2. Click on the "Upload Logo" button.

  3. Select the desired logo file from your computer.

  4. Click "Open" to upload the logo. The logo will be displayed in the preview area.

Adding Company Information

  1. Locate the "Company Information" section below the Company Logo section.

  2. Fill in the required fields:

    • Company Name: Enter the official name of your company.

    • Country: Select your country from the dropdown list.

    • City: Enter the city where your company is located.

    • Postal Code: Enter the postal code for your company's location.

    • Address: Enter the complete address of your company.

    • Phone Number: Enter a contact phone number for your company.

  3. Review the entered information to ensure it is accurate and up-to-date.

Saving the Template

  1. After entering the necessary information, click the "Save" button at the bottom of the page.

  2. A confirmation message will appear, indicating that the template has been successfully saved.

Using the Template

Once the template is saved, the provided company logo and information will be automatically included in all PDF documents generated for orders. This ensures that every PDF is consistent with your company's branding and provides essential contact information for your customers.

Updating the Template

  1. To update the logo or any company information, return to the PDF Template settings page by following the steps in the "Accessing PDF Template Settings" section.

  2. Make the necessary changes to the logo or company information.

  3. Click the "Save" button to apply the updates.

 

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