When information is entered into the system, it is easily accessible online, however, eventually the details will need to be shared with others, this may be as a printed document or in a format suitable for emailing, within the system this is done using a PDF document that extracts relevant information from the system into a pre-designed layout.


Items that may be required for printing and sharing include, Estimates (quotes), Supplier RFQ's, Job Cards, Invoices, Purchase Orders and Delivery Notes.


The purpose of this article is to provide an overview of the template feature. It should be noted that as templates can be fully customised they can be quite detailed and some additional training may be required, this can be organised by contacting Support.


Features of a Template


Templates have the following key features;

  1. A Background PDF 
  2. System tags that are inserted into an editor that enables information to be extracted from the system
  3. They are stored in the system according to the module location where they will be used.


About The Background PDF


The background PDF is a document, that is commonly created in Microsoft Word and then saved with the file extension .PDF it becomes a background image for the PDF document that is generated. 


The purpose of the background PDF may be multi-faceted, it can provide the size and dimensions of the document, usually this will be the dimensions of an A4 or Letter sized document. It may be blank or it may contain details that will not change for example, a company logo that is used across all your documents.


As the Background PDF is the base layer, when it is uploaded, you then create a template using the onscreen editor. The template that will contain tags that extract relevant information from the system and populate the document with the correct information according to the job currently being worked on, this is demonstrated in the illustration below.




About Tags


Tags are designed to extract information from the system, these are populated with the correct details when the document is generated, for example; the customer name is inserted on an invoice.


Key features of a Tag include;

  • Tags are contained in square brackets [ ] 
  • They do not contain spaces
  • Can only be created by our development team
  • A complete list of template tags will be visible when designing template to all users who have access to the System Settings


System templates are accessible to all users who have access to the System Settings. If you decide to make changes to an existing template it is recommended that a copy be made prior to making any edits. 

Accessing Existing Templates


To access the system templates;


1. Click the Settings cog (top right corner), then select ePrint MIS.



The window is arranged with a navigation pane on the left-hand side of the screen.


2. Click System Templates.



3. Click Estimates.

The currently uploaded estimate templates will be displayed.





  • New templates can be added using the Add New Record link.
  • Templates are arranged in alphabetical order and within each module.
  • A description is optional, it can be entered to assist users in distinguishing between similar templates.
    For example, you may use one estimate template for ongoing customers and a different one for new customers.
  • Using the checkbox under Default, allows a template to be marked as the default option, this is the template that is used the majority of the time.

The Action column provides 2 features.

  • The Red cross is used to Delete a template. Deleting should be done with extreme caution as the template cannot be retrieved.
  • The Copy icon, represented by 2 sheets of paper allows users to duplicate a template. This is recommended when creating new templates and when learning how templates work. 



Further Information

If you have any further questions, please contact Support.