Configuring Document Footers: Difference between revisions
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== List of macro variables available == | |||
The following codes are available: | |||
*%USERNAME% | |||
*%AGENCY% - the "client mark" usually an abbreviated version of the NEOSYS licenced company name. Not client configurable | |||
*%COMPANY% - taken from the Company File. | |||
*%EMAIL% - of the user who created the document | |||
*%SIGNATURE% - graphic image file uploaded per user | |||
*%USERCODE% | |||
*%DATE% - usually of the actual date of creation | |||
*%TIME% - same as DATE | |||
*%WORKSTATION% - usually IP number. | |||
The following obsolete codes are also supported for backward compatibility but should be replaced by the newer forms above where-ever possible. | |||
*%USER | |||
*%USERNAME | |||
*%AGENCY | |||
== Configuring Document Footers with a Company Stamp/Signature (JPEG image) == | == Configuring Document Footers with a Company Stamp/Signature (JPEG image) == | ||
Revision as of 21:03, 15 February 2012
List of macro variables available
The following codes are available:
- %USERNAME%
- %AGENCY% - the "client mark" usually an abbreviated version of the NEOSYS licenced company name. Not client configurable
- %COMPANY% - taken from the Company File.
- %EMAIL% - of the user who created the document
- %SIGNATURE% - graphic image file uploaded per user
- %USERCODE%
- %DATE% - usually of the actual date of creation
- %TIME% - same as DATE
- %WORKSTATION% - usually IP number.
The following obsolete codes are also supported for backward compatibility but should be replaced by the newer forms above where-ever possible.
- %USER
- %USERNAME
- %AGENCY
Location of JPEG Images for Company Stamp/Signature
Make sure the JPEG image is located in the neosys/data/xxx folder (where "xxx" is the database code)
Single Company Installation
In the Media / Job Configuration File, Scroll down to the Invoice Footer field under the Invoicing section and add the script
<img src = imagename.jpg></img>
where "imagename.jpg" is the name of the JPEG image.
Note: While reprinting invoices, footers remain as they were when the invoice was created.
Booking Orders
In the "Media Types File", add a new line in the "Order Footer" and add the script
<img src = imagename.jpg></img>
where "imagename.jpg" is the name of the JPEG image.
Multiple Company Installation
In the Media / Job Configuration File, Scroll down to the Invoice Footer field under the Invoicing section and add the script
<img src = imagename%COMPANYCODE%.jpg></img>
and "imagename%COMPANYCODE%" will be converted to "imagenameXYZ" where "XYZ" stands for the company code in capitals.
Booking Orders
In the "Media Types File", add a new line in the "Order Footer" and add the script
<img src = imagename%COMPANYCODE%.jpg></img>
and "imagename%COMPANYCODE%" will be converted to "imagenameXYZ" where "XYZ" stands for the company code in capitals.
Users can configure their personal signatures on the USER FILE by uploading a JPEG image of the same as shown below :
Now follow the instructions that follow as shown in the screenshot below :
Once the desired file is uploaded successfully, a file upload summary would be displayed as follows :
Once you close the file upload summary, you would see a preview of the uploaded JPEG image.
If you would like to delete the uploaded image, click the "Delete" button to do so.
To replace the uploaded image with a new one, you may simply click "Upload" and upload a new image which would overwrite the previous one.
NEOSYS does not limit a user's JPEG file to a particular size and neither does it allow them to enter width / height, as auto resizing often makes an image look bad due to loss of quality. The user must upload a suitably sized signature.
Also note that signatures uploaded in live database do NOT show in test-data at the moment.