Creating a new Document Theme

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.

Create a new theme on Web

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'

Creating a new Document Theme on Mobile

1. Head to the 'More' page from your Navbar.
2. From here select 'Settings'.
3. Now select 'Document themes'.
4. From this page, select 'Add' and fill in the details to set up a new theme.

Additional Information

See more information on Managing Multiple Document Themes in Tradify