Add Elements to a Document Template

Learn how to add elements to a document template

Updated on July 22nd, 2024

You can add the following types of elements to your RTF layouts:

  • Images, such as photos, logos and electronic signatures.
  • Barcodes, including BPAY details and the Get Paid Faster QR code.
  • Tables, including tables with sub tables, used for linked task items on your invoice, or through project progress claims.

 

Add an image

When adding image elements to a document template, the size of the image is based on the width and height settings in the element properties.

  • Company logos use width and height from the element properties
  • Signatures and images use width from the element properties - not height - to maintain aspect ratio.
 

Here are some examples of image types and settings you can manipulate when adding to your layout:

Logo size

 
 

Image size

 
 

Signature size

 
 

Logo, image and signature

 
 

 

Add images from Documents and Photos

Images that have been uploaded to Documents and Photos can also be added to Document Templates.

Images must be set with filter 'Show Client' or 'Show All' to appear on layouts. For more details, see Documents and Photos - Set document visibility.

Show Filter

 
 
 

Click here for a step-by-step guide on adding an image table

1. Add Table

On a custom layout, add the Table which has the image you want.

Tables to select might include Task Documents (Images), Client Documents (Images) etc. For examples, see Add Images to Layout.

 
 
 
 

2. Add or modify Table Properties

Add or modify Table Properties to include the Columns you want (e.g. Small, Medium or Large photos, with or without comments).
 
 
 

3. Edit Column properties

Click the (table icon) to edit the Column properties and modify Width to control the size of the image. This will also apply once these columns are inserted into the Document Template.
 
 
 

4. Export Fields

If required, Export Fields so you can copy and paste them into a document template (MS Word or .RTF).
 
 
 

5. Create a table

In your document template (MS Word or .RTF), you will need to create a table to match the AroFlo layout structure and paste in the required image elements.
 
 

6. Save and upload

Save and upload the document template in .RTF format using Upload TemplateChoose file and Upload File.
 
 
 

7. Finished product

The size of the images inserted into the custom layout and document template will be based on the size parameters defined within the element properties.
 
 
 
 
 

 

Add a barcode

To add a barcode or QR code to an RTF layout:

  1. Configure the barcode as described in Add Barcodes to a Layout.
  2. Create an RTF document template and include the 'Barcode' layout element.
  3. In your original Word file, make sure to include the [Barcode] element.

You can alter the size of the barcode by clicking the [Barcode] element in your layout to open the Properties box. From here, click Setup > Manage Barcodes and enter the height, width and margin you want (in pixels). Click Save Barcode.

Show me

 
 
 
 

 

Add a table

  1. Create a custom layout with a table using the instructions found in Add or Edit a Table Element.
  2. Use the instructions found in RTF Document Templates to save your layout as a Document Template.
  3. Follow the rest of the instructions to copy the data fields and paste into your RTF document template 

    See Create or use an existing document for more tips on using tables in your RTF document.

     
  4. Lastly, upload and print the document template to view the RTF.
 

 

Table with Sub Tables

If you're using a table that includes a sub table (for example, if you're using linked task items or doing a project progress claim), you can also display this on your RTF.

Use the above instructions as a guide, however:

  1. After step 1, use the instructions found in sub tables to select the Sub Table columns that you want to display
  2. Follow steps 2 and 3. When copying the data fields, you have two options:
    1. If you want to generate a simple table including sub tables, use the Double-Click to Copy method and paste the table into your RTF template and make any changes you need to.
    2. If you have made your own tables with sub tables in your RTF template, use the Export to copy method. Use the Preview/Customise option to take note of the field names and where they should be in your original Word file, then copy and paste the field names from the list which opened in a new browser tab.
  3. Follow step 4, above.
 

Export to copy method examples

Nested sub table example

 
 

Adjacent sub table example

 
 
 
 

Double-Click to Copy method example

Simplified table example: