📝 Document Templates Guides
📃 Document Template User Guide
Ascora utilises Microsoft Word as the basis for document templates created in the system. This enables you to create the quote or invoice do...
📝 Document Templates Guides
Clear, professional, and branded documentation is essential for maintaining consistency and credibility in your business. Ascora’s Document...
🗂️ How Custom Fields Work in Document Templates
Once you've created a Custom Field, you can insert it into your document templates using merge fields . The format must match exactly for th...
🗒️ How to Add a Merge Field in your Document Template
Merge fields allow you to automatically populate key details in your document templates, eliminating manual entry and ensuring accuracy acro...
🗒️ How to Edit a Merge Field
If your document template (such as an invoice, quote, or job card) is not displaying information correctly , the issue is often related to i...
📷 How to insert Photo Attachments in a Quote Document
You can insert photos or images into your quote templates to visually enhance your documents. This can be useful for displaying product imag...
📸 How to Resolve your Logo Issues in your Document Template
If the logo on your quote or invoice is stretched or blurry, it’s probably because your placeholder on your quote or invoice template were s...
📃 How to Update a Document Template
You can modify your document templates to better reflect your brand and operational needs. Some common adjustments include: Formatting chang...
⚙️ How to Upload a Document Template
Please see below a short tutorial video showing us how to upload and test a document template in Ascora whether it's an invoice template, qu...