Document & Template Customization

Introduction

In OfficeRnD Flex you can customize the default look and feel of emails, invoices, and contracts. The system has a predefined template for each of those documents, which you can explore and modify on your own:

• Definition
• Document and Template Customization Services
• How to edit templates - Contracts, Invoice documents and Emails
• Customize Member Email Templates
• Email Templates Properties
• Invoice Template Properties
• Contract Template Properties
• How to Customize Contract Templates with eSign Signature Properties

Definition

I. Template Customization Request:

Template Customization Request refers to a document that is up to 5 pages in length. Documents exceeding 5 pages will be treated as multiple 5-page requests. For example, a 17-page contract template will be treated as 4 separate requests.

II. Edit Request:

Updates to a completed document template, including text, images, layout, or colors, count as one request. Any further changes after delivery will require a new request. 

Document and Template Customization Services

You can always ask our support team to customize your invoices, contracts, and member emails to better match your style and branding. It's possible to:

• Update the textual content of documents 
• Update, add, or replace images in documents  
• Change the default document structure
• Change color schemes
• Change fonts 
• Implement minor layout and script modifications 

*Document pages guideline: for the avoidance of doubts, a single document customization request applies to documents up to 5 pages. Every additional 5 pages count as a new request. For example, a 17-page document would be treated as 4 separate requests. 

How To Submit a Document Customization Request

I. Navigate to the default templates in OfficeRnD Flex 

• Navigate to Settings/Templates.
• Review the available templates and decide which ones you need to change.

II. Prepare a sample document to illustrate your needs

Provide an example of what you would like the template to look like after the customization. The example can be in one of the following forms:

• Example file- this is the best-case scenario as it gives us an exact idea of how the document should look like. The document format can be .pdf, .doc (docx), or any image format.
• Mockup - You can provide us with an image of a rough idea of what you'd like to achieve. For example, you can generate a .pdf file or a screenshot of a document with a template and write on top of it to show us what changes you'd like us to implement for you.

III. Carefully consider any additional specifications you might have

• Consider the default formatting, color scheme, font styles, and sizes in OfficeRnD Flex and decide if any of them should be updated and how. 
• Prepare a list of the properties specific to your business or country requirements, which you need to add to the default documents generated in OfficeRnD Flex. Make sure to include details about what each property means and what information/value it represents. 

IV. Submit your request

Click Here To Submit a Document Customization Request

Next Steps

When we receive your request, a support specialist will review it. They will get back to you for additional information whenever needed.