Work Order Document Defaults set the starting paper, language, layout, and text for every Work Order. They are configured on Work Order Settings in Document Settings, where Include and Editable on Document control what appears and what can be changed while the document is prepared. These defaults apply when a Work Order is prepared for email, the online portal, or print and download.
Table of Contents
- Important Information
- Opening Work Order Settings
- Page
- Language
- Layout
- Content
- Saving
- Frequently Asked Questions
- Related Articles
Important Information
- Work Order document defaults apply to every Work Order. They are separate from the individual templates in Documents. See Document Options.
- Include turns an option on for this document type. Unchecking Include hides the option everywhere and turns Editable on Document off.
- Editable on Document, when on, allows the setting to be changed while the Work Order is prepared. When it is off, the value set here is always used. This control is unavailable while Include is unchecked.
- Default is the starting value for this document type.
Opening Work Order Settings
Navigate to System Settings / Documents / Document Settings.
1. Click Work Order.
Work Order Settings opens. Page, Language, Layout, and Content are the four areas for this document type.
Page
1. Click Page. Page is already open when Work Order Settings first loads.
a. Paper Size is the page size. It is not editable on the document. This example uses Letter (8.5" × 11").
b. Orientation is Portrait or Landscape. It is not editable on the document. This example uses Portrait.
Text Size sets the type size, in pixels, for every Work Order this business prints. The defaults match the current printed output and are not maximums. A rich-text field that sets its own size keeps that size. The roles are Document Title, Reference, Location Header, Section Label, Body, Fine Details, and Footer.
Language
1. Click Language.
a. Default Language comes from the business Localization setting. It is not editable on the document.
b. Languages Available on Document lists the languages people can select while preparing the Work Order.
c. Language to Translate is the language shown in Document Label Translations.
d. Custom Text replaces the printed wording for that label. This example uses Customer for Bill To.
Note: Only labels for this document type are listed.
Layout
1. Click Layout.
a. Header includes Include PO #, Include Billed To Address, and Include Shipping Information.
b. Line Items includes Include Proof Image and Proof Image Size, Include Customer Description, Include Details, Include Production Notes, Include Design Notes, and Include Bill of Materials. Include Design Due Date and Include Production Due Date are in this same group.
c. End of Document includes Include Payment Terms Block, Payment Terms Description (up to 5,000 characters), Include Terms & Conditions, and Terms & Conditions (up to 20,000 characters).
Content
1. Click Content.
a. Title is the document title. This example uses Work Order.
b. Opening Salutation is the greeting at the start of the Work Order. It allows up to 5,000 characters.
c. Custom Text 1 holds extra text. It allows up to 5,000 characters.
d. Custom Text 2 holds a second block of extra text. It allows up to 5,000 characters.
Saving
1. Click Save.
Note: Click Discard to revert unsaved changes.
Frequently Asked Questions
1. Do these settings change one Work Order or every Work Order?
Answer: They apply to every Work Order. A change here is the starting setup the next time a Work Order is prepared.
2. Where is one Work Order template changed?
Answer: Templates are managed in Documents. See Document Options.
3. What happens when Editable on Document is off?
Answer: The value set on Work Order Settings is always used. People cannot change it while preparing the Work Order.
4. What happens when Include is unchecked?
Answer: The option is hidden everywhere, and Editable on Document turns off.
5. Where does the default language come from?
Answer: Default Language comes from the business Localization setting. It is not editable on the Work Order.