Edit JSON 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 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When you edit a published (active) template, the edits do not publish automatically.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 (see Publish templates).
To edit templates
- Go to Manage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates. The Invoice templates list page opens.
- Do one of the following:
- Click userDefinedDocumentName. Then, click Edit JSON.
- Click userDefinedDocumentName > the gear icon > Edit JSON.
The Edit JSON page opens.
- In the Editor console, edit the JSON.
- Click Validate. The Error console displays errors or a message that no errors are found.
- (Optional) Click Template. The template preview appears.
- (Optional) Click Preview PDF. The template preview with mock data appears.
- 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. See Publish templates.
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