Introduction
Welcome to Empress, where customizing the print formats of your documents to better fit your business requirements is made easy. This guide will guide you through the process of adding or removing fields from your print formats.
For instance, imagine you have a Purchase Order and you want to add the ‘Supplier’s Contact Name’ under the ‘Supplier Name’, and perhaps, remove the ‘Weight Per Unit’ column from the Item’s table. We will be using this example to guide you through the steps.
Customizing Print Formats: Step-by-Step Guide
Step 1: Navigate to Print View
Start by navigating to the ‘Print View’ of the document you wish to customize. In the ‘Print View’, locate the ‘Menu’ option, represented by three horizontal dots, and select ‘Customize’.
Step 2: Add or Remove Fields
In this step, you will be adding or removing fields. Search for the field by name that you want to add or remove from your document. To move the field to the desired location, you can utilize the easy-to-use drag and drop method.
Step 3: Modify Child Table Fields
To modify fields in the child table of the document, locate the table and select ‘Columns’. Here, you can check or uncheck fields as per your requirements.
Once you have completed these steps, the print format of your document will be updated to reflect your specifications.
The Outcome
Your print format, now tailored to your specific needs, contributes to a more streamlined and efficient experience for both you and your clients.
Learning how to customize print formats by adding or removing fields is one of many ways Empress empowers you to create a more efficient and tailored business experience. For further non-technical resources or support, please visit the Empress support center or connect with our community via our discussion forums. Enjoy the power of customization with Empress!