All settings concerning document layout (e.g. company logo, language etc) can be stored as a “Document theme”. The basic concept is that during the creation of a new document you can select its profile, so that it can be reset according to settings you have determined on the theme. 


Document themes management


 

To view and manage your document themes you have to visit the relevant page from the main menu Settings -> Document themes. You can create an unlimited number of themes.


 

Default theme


 

Every new Elorus account has a theme – titled “Default”- which you can customize and use right away. Its only difference compared to the themes you create, is that it cannot be deleted.


 



 

Document theme settings


 

Default and live settings


 

The majority of a document themes settings are default and are copied on to it upon creation and then can be customized per document. Take for example a document’s language. Upon creating a new document, Elorus resets the language to the one determined by the theme. Following, you can change it through the document’s preview page. This change will affect this particular document and will not have any effect on the document theme you used. 

In this way, every new document you create will have as default language the one set in the theme. Likewise, if you alter the theme’s default language, none of the already issued documents will be affected.

 


Every setting that is not customizable per document is called a live setting. An example of such settings is the company logo and activity. In case you alter a live setting, this change will affect all issued documents using that theme. Hence, if you change logo in the initial theme; the new one will appear in every document published using that theme.

Elorus gives you the ability to change a document’s theme after creation. In this case, all live settings will still be visible on the document, except for the default ones. Therefore, by changing a document’s theme, the company’s logo and activity will remain the same, without altering its language or template.


Default document theme per contact


Upon creating or editing a new document to your clients, you can determine a default theme for each contact, provided that you have already created more than one document themes. From the "Additional info" field, found inside every contact, choose the desired one from the drop-down list in the "Default document theme" field.


 

List of settings


 

Template

 

The layout of a document. Elorus provides you with four templates to choose from.

This is a default setting.


 

Variation

 

Every template has a collection of color variations. Choose the one that best suits your corporate identity.

This is a default setting.


 

Language

 

The language of the document.

This is a default setting.


 

Font size

 

You can choose among small, medium or large font sizes.

This is a default setting.


Company info

This field originally contains your company information you provided in the "Company Settings". You can alter the information as you wish inside the theme, without affecting your settings. You may add your registration number or create several themes under different company info in case your firm has several fields of activity or branches, for example.

This is both a default and a live setting.


 

Logo

 

The logo will appear on every document.

This is a live setting.


 

Activity

 

Your company’s activity or a slogan, just the way you want it to appear on the documents.

This is a live setting.


 

 

Creator contact information

 

If you choose this information to appear upon the documents will state the name, email and contact number of the person who created the document.

If displayed, this information will be extracted from the user account settings that created the document (you or another user).

This is a default setting.


 

Client contact info

 

 If you choose this information to appear upon the documents, the client’s contact person details (name, phone number, email) will be visible. Contents are determined through the document’s edit page.

This is a default setting.


 

 

Product / service table

 

You can hide / show columns of the items table.

This is a default setting.


 

Hide VAT column

 

Hide or show how the VAT percentage is calculated for each item of the document.

This is a default setting.


 

Hide payments

 

Hide or show the amount paid / outstanding upon the document. The numbers reflect the outstanding amounts on the moment of printing / sending.

These are default settings.


 

Electronic signature

 

An image that displays the publisher’s signature and appears at the bottom of the document. For more information refer to the related article.

This is a live setting.


 

Public notes

 

You can define notes for new, as well as existing, documents and estimates. Then, you can edit them through the editing page of each document.

These are default settings.


 

E-mail messages

 

You can determine a default message when sending commercial documents or estimates via e-mail to your clients, in all supported languages by Elorus. You can also incorporate useful information in these messages, such as the document’s permalink or the client’s outstanding amount, if this is an invoice.

These are default settings.