Manage document templates

📝 Note: Even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Reseller > Settings.
- If DOCUMENT BUILDER appears in the left menu, contact your Marketplace Manager to confirm whether it is fully enabled (meets all configuration prerequisites).
- If DOCUMENT BUILDER does not appear in the left menu, contact your Marketplace Manager to request it.

Resellers can create, edit, and manage PDF templates. When users download documents, the marketplace uses templates that are in Active status to generate PDF invoices. There can be one active document, and an unlimited number of inactive invoices.

For Invoice Templates, newly configured MP supports source templates in many languages supported by the marketplace. For Quote Templates, the marketplace supports only EN_US seed template.

When you publish an inactive template for a language, its status changes to Active and the previously active template to Not active status. You can also edit published templates and then publish the edits (the status of the template remains Active).

There is one default template in Active status for each language the marketplace supports. Templates are built with JavaScript Object Notation (JSON). You can use the native JSON editor to edit and create them, or download the JSON, edit it off-platform, and then save them as new templates. You can also use the easy to use Visual editor to edit templates.

You can do one or more of the following:

• Copy default templates, edit them, and then publish the edited versions (see Customize default templates). See also Edit templates with the visual editor (with the visual editor tool—currently in early adopter status— Resellers can modify PDF templates in the UI, without having to update JSON code).
• Edit templates you created previously. See Edit JSON templates, and Edit templates with the visual editor .
• Create new templates and publish them (see Add new templates).

Resellers manage invoice templates from three pages, one or all of which appear in the breadcrumb as you navigate through them:

• The invoice template list page at Manage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates, which lists all PDF templates, and where you can download JSON, copy templates, and edit templates.
• The invoice template details page atManage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates, where you can edit the template using the visual editor, publish the template, view the published or most recently edited version of the template, preview the template, preview a PDF with mock data, and rename the template.
• The Edit JSON page atManage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates, where you can edit the template JSON, upload images, preview the template, and preview a PDF with mock data.

The View template information topic provides an overview of the three pages, with definitions of each element. The actions you can take on the pages are detailed in the topics that follow:

• View template information
• Copy templates
• Add new templates
• Edit JSON templates
• Edit templates with the visual editor
• Manage images
• Download template JSON files
• Download template PDF files
• Validate templates
• Publish templates
• Rename templates