Printing documents

Chapter 10

Print anything Any document screen

1. Open the document and choose its Print action.
2. It opens on screen first. Read it — check the customer, the figures, the letterhead.
3. Then Print to send it to a printer, or Download to save the PDF.
4. Close if it is wrong. Nothing has been saved to your computer.

Nothing downloads until you ask for it. Check the document in the preview rather than downloading, opening, and deleting a wrong one.

If the document looks wrong

• Wrong logo or address — Administration → Organization.
• Wrong letterhead — Administration → Letterheads. More than one can exist; each document type chooses which it uses.
• Wrong layout or missing field — Administration → Document templates, for that document type.
• A form that does not exist yet — Administration → Custom document templates.

Fixing a template changes every future document of that type. It does not change documents already printed and sent.