Add new templates

note

Document Builder can support quote and invoice templates. However, even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Marketplace > Settings.
- If DOCUMENT BUILDER appears in the left menu, see Document Builder prerequisites to confirm whether it is configured for invoice templates, quote templates, both, or neither.
- If DOCUMENT BUILDER does not appear in the left menu, either Contact your AppDirect technical representative to request it, or see Invoice templates and Quote templates to create and manage templates instead.

Marketplace Managers can add new templates. This is an alternative workflow to creating a template by copying an existing template (see Copy templates). The outcome, however, is the same: a new invoice template with valid JSON. Valid JSON meets the requirements of the template JSON structure (see Invoice template JSON introduction).

note

This feature is enabled by default for new marketplaces. If it is not enabled on your marketplace, contact your AppDirect technical representative.

To add new templates

1. Go to Manage > Marketplace > Settings > DOCUMENT BUILDER | Manage Templates. The Manage Templates page opens.
2. From the Select template type drop-down list, select the template type.
3. To save a new template, you must enter valid JSON. Do one of the following to download the JSON from which you want to start your new template:
   • Click documentName | gear icon > Download JSON. The JSON for the template automatically downloads to your default local downloads folder.
   • Click JSON Structure. The JSON for the default template for the primary language of your marketplace automatically downloads to your default local downloads folder.
     Then, open the JSON file off-platform and copy the JSON.
4. Click Add template. The New Template page opens.
5. In the Name field, enter a name that is unique among the templates for the language with which you associate it (see next step).
6. From the Language drop-down list, select the language you want to associate with this template.
7. (Optional) To save an image to the AppDirect platform and generate a URL for it that you can reference in the template JSON to display the image on invoices (see Build image components), do the following:
   1. Click Upload Image. A file explorer dialog opens.
   2. Navigate to and select the image.
   3. Click Open. The dialog closes.
   4. Next to the Upload image button, click the up arrow icon. The images list appears.
      • Image—Preview of the uploaded image.
      • Name—Image file name.
      • Generated URL—Unique URL that identifies the image storage location.
      • Upload date—Date theMarketplace Manager saved the file to theAppDirect platform .
8. In the JSON editor, paste the JSON you copied in step 3.
9. Click Validate. The Error console displays errors or that no errors are found.
10. Do one of the following:

• When errors are found, edit the JSON to resolve the errors.
• When no errors are found, click Create Template.