Documents
The PDFs Netzo makes from a record, where they appear, and how your organization customizes them.
A document is the PDF of a record, in letter or A4 size: a quote, a purchase order, an invoice, a payslip. Netzo makes it from the data of the record, in the language you choose. To print on a label printer, see Labels.
Where they appear
- In the app, in the PDF action of each record.
- Over the API, MCP and the CLI, as a file of the record.
- On a public link: the page of the link offers the PDF of the shared document. See Public links.
Customize
| What | Where | Changes |
|---|---|---|
| Document settings | In each company, in Administration → Organization | The logo, colors and page format of a company, in all its documents |
| Document templates | Administration → Personalization | The content of a document: copy the Netzo template and edit it |
A template of your organization replaces the Netzo template for that document. If you delete it, Netzo uses its own again. A template can hold tables, charts and figures from the data of the record.