Creating a new Document Theme

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

If you would like to have a theme set up with different settings, for different situations, e.g. Have one theme with certain terms, and other theme with different terms.  Or one for Quotes and another for Estimates you can either create a new theme or copy an existing theme.

 

Instructions

To create a brand new theme

  1. Head to Settings > Document Themes
  2. Select the button New Document Theme
  3. Enter a name for the theme in the Theme Name field
  4. Edit the contact/logo details etc and update any other details for Invoices/Quotes etc
  5. Select Save

To copy an existing theme (Useful if most details will remain the same e.g. contact details, with some minor changes)

  1. Head to Settings > Document Themes
  2. Select the copy button beside an existing theme
  3. Enter a name for the theme in the Theme Name field
  4. Edit all details you wish to update across the different tabs
  5. Select Save

 

Additional Information

See more information on Managing Multiple Document Themes in Tradify

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