Edit JSON 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 edit user-defined templates (those they save and create). They cannot edit default templates.

When you edit a published (active) template, the edits do not publish automatically. They remain in draft until you publish the template again.

To edit templates

1. Go to Manage > Marketplace > Settings > DOCUMENT BUILDER | Manage Templates. The Invoice templates list page opens.
2. Do one of the following:
   • Click {userDefinedDocumentName}. Then, click Edit JSON.
   • Click {userDefinedDocumentName} > the gear icon > Edit JSON.
     The Edit JSON page opens.
3. In the Editor console, edit the JSON.
4. Click Validate. The Error console displays errors or a message that no errors are found.
5. (Optional) Click Template. The template preview appears.
6. (Optional) Click Preview PDF. The template preview with mock data appears.
7. Do one of the following:
   • When errors are found, edit the JSON to resolve them.
   • When no errors are found, click Save Changes.

You can optionally publish the template. For information on how to publish a template, see Publish templates.