Reusable Layouts

Why Reusable Layouts?

When you have multiple templates — invoices, receipts, quotes, contracts — they often share common elements like headers, footers, and branding. Reusable layouts ensure consistency and make updates easier.

• Change a logo once and it updates everywhere
• Maintain brand consistency across all documents
• Speed up new template creation
• Reduce errors from manual copying

Base Template Strategy

Create a "base" template that contains elements shared across documents:

1. Create a base template — Add your logo, company details, footer text, and standard styling
2. Duplicate it — Use the base template as a starting point for each new document type
3. Customize the body — Only modify the dynamic content area for each document

Common Header Layout

Design a standard header that works across document types:

• Logo — Top-left, fixed size (e.g., 120×40px)
• Company name — Next to or below the logo
• Document title — Right-aligned or centered, bound to a field
• Date and number — Right-aligned, below the title

Keep positions and sizes identical across all templates so every document from your organization looks cohesive.

Common Footer Layout

• Page number — Centered or right-aligned
• Legal text — Small font, centered, light color
• Company address — Bottom-left
• Website — Bottom-right

Style Presets

Define a set of consistent styles you apply across all templates:

Reusable Address Block

Many documents need sender and recipient addresses. Use a standard block layout:

• Position sender address top-left, below the header
• Position recipient address below or to the right
• Use field elements with keys like senderName, senderAddress, recipientName
• Maintain consistent spacing (e.g., 4px between lines)

Reusable Line Items Block

Invoices, quotes, and purchase orders all use line item tables. Standardize the layout:

• Same column widths across document types
• Consistent column order: description, quantity, unit price, total
• Same header row styling (bold, background color)
• Same alternating row colors if used

Duplication Workflow

1. Open your base template in the Studio
2. Use the project duplication feature to create a copy
3. Rename the copy to reflect the new document type
4. Modify only the body section elements
5. Keep header and footer elements unchanged

Next Steps

• Design Patterns — More template architecture patterns
• Template Versioning — Track template changes
• Styling Elements — Detailed styling reference