User Settings - Form Templates

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In TOM, invoives, offers etc. can be freely customised in terms of the language used, and to some extent in terms of content as well. Basically, there is a list of language templates which can be edited, copied (duplicated) or deleted as required. These templates can be assigned to specific client and translator records with just one mouse click.

Please read the Help chapter on Forms & Layouts for more information!
For information on how to design layouts with your company logo etc. go here


The following describes how to edit the form templates as part of the User Settings.


General settings ('Templates' window)

Go to >User Settings >Forms

Edit the list of templates here.

To create a new template (e.g. to create a template in an entirely different language) duplicate an entry and, in the newly created one, overwrite the entries in the new language.
The default template that is to be selected in the template list on the entry page will be auto-applied to each new client and translator.


Text-Formatting the labels

You can design text styles to specific portions on your forms, e.g. 'Bold' to column titles. After selecting the font, style and size of your choice click 'Apply' to activate the changes. This need to activate changed settings does NOT apply to the formatting of job item data which is done automatically each time a form is printed.

If you make changes to your form layouts using FileMaker Pro and you do NOT want the 'soft formatting' described here formats you can cancel this out by clicking "Custom format". Remember you have to again click 'Apply' after selecting that option !


Number formatting

You should be aware of differences in the decimal symbol (in numbers) and the date separator used in the various templates. Set these parameters here.


Editing form labels (Invoice, Quote etc.)

You can edit the text labels on forms as well as assign styles to them. E.g. you may want to replace the term 'job' on your invoice with the term "language service", or create a new form in an entirely new language.

Browse through the different forms. To edit a label simply overwrite it.

Please take into account the necessity of adding commas, colons or blanks as required, since the terms shown may be just the beginning of a longer phrase (e.g. "Translation " [XY])

In some phrases you need to insert live user data into the text. Wildcards ( #...#) are used for:

invoice number
credit period on invoices
invoice number on reminders