Add new 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 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
- Go to Manage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates. The Manage Templates page opens.
- From the Select template type drop-down list, select the template type.
- 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.
- Click Add template. The New Template page opens.
- In the Name field, enter a name that is unique among the templates for the language with which you associate it (see next step).
- From the Language drop-down list, select the language you want to associate with this template.
- (Optional) To save an image to the marketplace 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:
- Click Upload Image. A file explorer dialog opens.
- Navigate to and select the image.
- Click Open. The dialog closes.
- 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 the Reseller saved the file to the marketplace.
- In the JSON editor, paste the JSON you copied in step 3.
- Click Validate. The Error console displays errors or that no errors are found.
- Do one of the following:
- When errors are found, edit the JSON to resolve the errors.
- When no errors are found, click Create Template.
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