Custom Documents

ProcessMaster version 3 and above offers the ability to customise the templates (invoice, affidavit, field sheet etc) that are created by your ProcessMaster system.

The two main options for editing the templates present in ProcessMaster are:
1. Using the below information & videos to go about making the changes yourself. Obviously free of charge, however these forms do have the ability to take up a large amount of time. This is a good option when only minor tweaks to the forms are required.

2. Send in a marked up pdf of your ideal template to our support team. We will review the form, advise of any potential problems and provide an estimate for the time it will take us to complete.

Important

It is vital that a backup of your entire ProcessMaster database is completed before you begin editing your own Customer Templates. This ensures that if changes made to the templates render the form unusable, a backup can be restored to avoid disruption to your business. Instructions on how to restore your Customer Templates from a backup can be found here
(Charges will be applied if ProcessMaster Support is requested to fix Customer Templates that have been altered)

Tip

We recommend that the first step in updating your Customer Templates be to duplicate one of the default forms. Making changes to the duplicate version of your default form will allow you to refer back to the default form as a guide.

FileMaker Resources

Another good resource for learning how to edit your printforms are the HELP articles in FileMaker Pro. About Layout Part Types

FileMaker also have some useful training videos available on their website at www.filemaker.com one called Printing Layouts and another called Controlling Print Layouts.

Also a quick trouble shooting article called Document Does Not Appear as Expected in Preview Mode can be found on the FileMaker Support Website.