Get a quick quote with our pricing calculator

Start now

Product
Solutions
Services
- Shared Success
- Managed Service
Pricing
About Us

Support Sign In Try for free

By Need

Marketing
Sales
Customer Service
Commercial Operations

By Industry

Media & Publishing
Business Services
Manufacturing
Technology
Transport & Logistics
Accounting

Product

CRM
Project Management

Solutions By Need

Marketing
Sales
Customer Service
Commercial Operations

Solutions By Industry

Media & Publishing
Business Services
Manufacturing
Technology
Transport & Logistics
Accounting

Useful Links

Managed Service
Shared Success
Pricing
About Us
Partners
Case Studies
Resources
Contact Us
Marketing Automation
Packages & Pricing

Home / Modifying Document Templates

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Knowledgebase articles

Welcome to the Knowledge Base
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
- Support Processes
Training
- Training Videos
Getting Started
- Supported browsers
- Introduction
- Desktop
  - Tips & Tricks on the Desktop
  - Welcome Messages & Bulletins
- Records
- Landing Pages
- Workbooks on Mobiles and Tablets
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
  - Notifications & Reminders
Activities
- Introduction to Activities
- Kanban View
- Using Activities
  - Meetings
    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Case Portal
  - Installation
  - Using the Case Portal
    - Case Updates – Public & Private Activities
    - Inviting a Person to the Case Portal
Email
- Introduction to Email
- Working With Emails
  - Snippets
- Email Signatures
- Sending Bulk Email
- Common Email Errors
- Mailing Lists
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
- Imports Troubleshooting
  - Import status
  - Why am I not able to filter by Import Type in All Imports view
- Quick Import (BETA)
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
  - Creating Mailing Lists
- Products
- Mailshots
  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
- Event Management
- Compliance Records
- Force24
- Spotler Integration
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
- Kanban View for Opportunities
Projects
- Creating a new Project
- Budget
- Managing a Project
- Project Finances
- Resource Scheduler
Integrations
- Mapping
- Electronic Signing Tools
  - Docusign Integration
  - Adobe Sign Integration
- Creditsafe Integration
- Zapier
- Email Integrations
  - Email Dropbox
    - Setting up your Dropbox
    - Using your Dropbox
  - Workbooks Exchange Server Sync
- Event & Webinar Integration Tools
  - GoToWebinar
  - ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- RingCentral
Auditing
Comments
People & Organisations
- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Relationships
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
  - Creating & Using Charts
- Exporting Reports
  - Emailing Scheduled Reports
  - Export/Import Report Definitions
- Advanced Reporting
- Report Snapshots
Dashboards
- Adding Elements to Dashboards
  - Configuring Dashboard Elements
- Dashboard Views
- Dashboard Fields
- Creating a Sales Dashboard
- Springboard
- Adding a Dashboard as a Record Tab
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email Integrations
- Customisation
- Automation
Contact Support
- Contacting Workbooks Support
Releases & Roadmap
- Roadmap
- November 2024 Release
- June 2024 Release
- January 2024 Release
- September 2023 Release
- September 2022 Release
- June 2022 Release
- March 2022 Release
- 2021 Releases
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases

Modifying Document Templates

Multi-line Value Tags

Last updated : 11th April 2025

A list of available tags which enable you to format multi-line values for your PDF Templates.

Continue Reading

Adding Terms & Conditions to your Documents

Last updated : 24th June 2015

How to add Terms and Conditions to your Documents and amend the styling to centre headings, make text bold etc.

Continue Reading

+44 0118 3030 100

success@workbooks.com

Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading,
RG6 1AZ,
United Kingdom

Find us on social media

Products By Role

Marketing
Sales
Customer Services
Commercial Operations

Products By Industry

Accounting
Business Services
Manufacturing
Media and Publishing
Technology Companies
Transport and Logistics

Useful Information

About Us
Resources
Support
Forum
Careers
Case Studies
Training Courses
Contact Us

Company no: 6393851 | Legal | Privacy | Sitemap | Cookie Settings | Copyright 2025 | All Rights Reserved

Watch video

Get in touch!