Pacejet

Using an Imported Custom field in the Paperwork Editor

Overview

Custom fields sent over at import and mapped within Pacejet can be used in the paperwork editor.


Steps

  1. Access the Paperwork editor by going to Setup, Paperwork, and then Editor.

  2. Select the template you wish to modify.

  3. Select the Configured Tab from the right edge of the left window.


  4. You may now add the custom field to the paperwork or use it to replace an existing field. If replacing an existing field you will want to remove the previous field.

  5. To Add the field to the paperwork you will click in the template and place the cursor where you want the field and then click on the name of the field on the left side of the screen to insert the field. For our example we will be replacing the existing Product Quantity field with the custom field Quantity Per Package.





  6. After you have added the custom field to the template, click Save As to save a copy of the template with the changes.

Use of modified templates made with the Paperwork feature requires licensing for the Paperwork feature to be added to your portal prior to use. Please speak to your Pacejet Account Manager if you wish to add licensing for the Paperwork feature to your portal.