Templates

Templates, in WrkLst. Your own documents, from price lists to invoices, made straight from your records.

Your templates live in Settings. Open the menu with your name, then Settings and Templates. The icon shows what each one is for. Click one, and it opens beside the list.

New templates start with Add. The gallery has ready-made starting points, from a PDF list and a full page per work to a proforma invoice, a price list, an insurance schedule and labels. Pick one, and it's ready. Or start from a blank one.

You can rename it right away. For everything else, choose Customize this template. Every template has a data source, such as works or a sale, and a format, such as PDF, Word or Excel. Then set the paper size, orientation and margins.

For a PDF without HTML, everything is set up in a form. Choose one of three layouts. A list, one work per row. A full page for each work. Or images, each picture on its own page, with its caption.

Under Letterhead, use the account logo, a different one, or none. Your company name and address come filled in. The footer brings its own lines and page numbers, so every document looks the same.

Under Fields, tick what people may include in a download, and what's ticked for them already. Customize shows just those fields, and remembers each person's last choice. The PDF layouts offer only what they can print.

Prefer Word? Upload your Word file. WrkLst fills in placeholders such as title or year for every work. Want the template in your own design? The WrkLst team will gladly adapt it for you. Just get in touch.

For sales, there's the invoice document. Switch its parts on or off and drag them into order, from the address to the tax notes. Add the payment link, and a QR code lets clients pay online. The preview shows your latest sale.

You can also make a document right where you need it. On an exhibition, choose Add document, open the exhibitions tab and pick a template. The PDF is made, saved in the Media Library and attached. No download, no upload.

Five habits make it work. Start from a ready-made template. Set the account logo once. Pre-tick the fields people need most. Check the invoice document in the preview. And make documents right where you need them.

That's Templates, in WrkLst. You'll find them in the menu with your name, top right, under Settings and Templates.