Tools Reference
Document Tools
Tools for managing print formats, email templates, and letterheads.
| Tool | Description |
|---|---|
print_format_manager | Create custom print formats for documents |
email_template_manager | Design email templates |
letterhead_manager | Configure company letterheads |
Print Format Manager
Create and manage print formats:
- Design custom layouts for invoices, quotes, and other documents
- Apply conditional formatting based on document data
- Set default print formats per DocType
Email Template Manager
Design reusable email templates:
- Create templates with dynamic placeholders
- Set up templates for common communication scenarios
- Preview templates before deployment
Letterhead Manager
Configure company letterheads:
- Upload logo and configure header/footer
- Set default letterhead for different document types
- Create multiple letterheads for different company entities