Manage PDF Templates
The guide describes the central management and editing of PDF templates for various document types such as reports, invoices, and offers in the LDB.
Navigation
Open the PDF-Template management via:
Navigation bar → Settings → PDF-Templates
Overview
The PDF-Template management allows you to:
- Add, edit, and copy PDF-Templates.
- Organize and filter all templates by type.
- Adjust the order of templates.
- Deactivate templates.
Description of the List View
The PDF-Templates are displayed in a list. The following table describes the information and functions shown per entry.
Figure: Overview of the PDF-Template management
| Column/Element | Description |
|---|---|
| Name | Name of the PDF-Template, displayed in bold. |
| Language | Language of the template, displayed as a badge next to the name (e.g. German, English). |
| Design elements | Number of contained design elements, displayed as a note below the name. |
| edit | Orange button to open the editing mask of the respective template. |
| copy | Button to create a copy of the template including all text elements. |
| Sort symbol | Arrow symbol to manually reposition the template via drag & drop. |
Functions
Filter by Type
The management is divided into different types.
The active selection is highlighted in blue.
- Click on one of the available types in the menu bar to display the templates of the respective type.
Figure: Filter by type
Available types (configuration-dependent):
| Type | Description |
|---|---|
| Report | Templates for test reports and analysis results – the most frequently used document type in the LDB. |
| Invoice | Templates for invoices. |
| Offer | Templates for cost estimates and offer documents. |
| Worksheet | Templates for internal working documents and work instructions. |
| Document | Document templates for the documents control. |
| Label | Templates for labels and inscriptions. |
| Specification | Templates for specifications. |
| Recipe | Templates for recipes and formulation regulations. |
| Order confirmation | Templates for order confirmations and purchase documents. |
| Training | Templates for training materials and certificates. |
| Query report | Templates for statistical evaluations and data analyses. |
| 8D report | Templates for 8D reports / CAPA in quality management. |
| Change request | Templates for change requests and documentation of modifications. |
| Deactivated | Area for templates that are no longer active. |
Note: Some templates, such as those for invoices and 8D reports, use fixed configured settings that are combined with the elements from the PDF-Templates.
For example, the table containing the fiscal and business information for displaying billing items, the total price, etc. is predefined, while the elements above and below the table are defined via the elements from the PDF-Template.
Add a New PDF-Template
- Click the button + Add PDF-Template on the upper left.
Figure: Add a new PDF-Template
Edit an Existing PDF-Template
- Click the orange edit button next to the desired template.
Figure: Edit PDF-Template
Copy a PDF-Template
- Click the copy button next to the desired template.
Note: Image elements are not included when copying.
Sorting PDF-Templates
Sorting Logic
The order of PDF-Templates within a type can be adjusted manually. The order defined in the management determines the order in which templates are displayed when adding a new document. The topmost template is suggested as the default selection.
- Click the arrow symbol to the right of the template and drag & drop the entry to the desired position. The new order is saved automatically.
Related Topics:
Last change: 06/25/26
General information
- Main menu
- Dashboard
- Backup / Data protection
- Version number of the LDB
- Supported browsers
- Activation of SSO
- Print labels
- Automatic LDB validations
- Create/Edit/Delete Categories
- Status management
- SMTP Configuration
- Konfiguration SMTP via OAuth 2.0
- IT requirements for the use of the Labordatenbank
- Add Dashboard Widgets
- Evaluation criteria for suppliers
- Edit evaluation criteria for suppliers
- Restore Deleted Records
- Email informations
- Vacation days
- Manage Weekly Hours
- Manage materials
- Onlineorder detailview
- Manage orders
- Edit orders
- Edit process key figures
- Create process key figures
- Manage 8D-Reports
- Process management view editing
- Edit processes
- Manage Projects
- Edit projects
- Edit planned order
- Edit planned samples
- Create/edit/delete station
- Tag management
PDF templates
- Manage PDF Templates
- Create/edit PDF templates
- Create design elements
- Design elements Setting options
- Integrate report tables into PDF template
- Design element for the reason for reissuing test reports
- PDF template for sample labels
Employees
- Manage employees
- Add/edit/archive employee
- Manage employee groups
- Edit employee group
- Create task
- Audit Trail: traceable documentation of all work
- Access rights
- Edit Accessright
- Time tracking - Create hours entry
- Time tracking - Hours per day
- Time tracking - Hours per week
- Time tracking - Annual overview
- Labordatenbank Login
- Change password
- activate Multi-Factor-Authentification (MFA) with TOTP
- activate a Security Key for the MFA
- Activation of Passkey
- Install TOTP App
- Import employees (introduction phase)
Assets
- Manage assets
- Add/edit/archive asset
- Add subassets to asset
- Add Planned Order and Sample
- Add tests to order templates
- Copy assets, order templates, and asset components
- Equipment GPS location
- Add on-site inspection
Samples
- Manage samples
- Add/Edit/Delete samples
- Enter values
- Results table
- Charts and Statistical Key Figures
- Manage Filters
- Edit - Search Filters and Column Filters
- Map pooled samples in LIMS
- Sample Tracking with QR Code (Scanning at Stations)
Recipes
- Manage recipes
- Create/edit recipe
- Recipe detail view and ingredients
- Quality assurance for recipes: testing, evaluating, documenting
Reports
- Create report
- Inserting Images and File Attachments into a Report
- Sign reports
- Request signature
- Reissue of signed reports
- Send reports by e-mail or post
- Protect emails from spam filters
- Verify authenticity of reports and certificates
- Certificate
- Manage signatures
- Create / edit / delete a signature
Report table editor
- Create/edit/delete a report table
- Create / Edit reporttable column
- Creating a parameter table with target values
- Create sample table
- Create table with open structure
- Order of the report tables
- Fonts and character set for PDF reports
- Report tables overview
- Create checklist with report table editor
- Measurement repetitions value selection
Interfaces
- Import Interfaces Overview
- AI Extension for Import Interfaces
- Edit Attributes in Import Mapping
- Import results from measuring instruments
- Create CSV measurement data import interface
- Import measurement data
- Import of samples
- Mode for measured value import
- Automatic FTP/SFTP Import
- Test SFTP/FTP Connection
- Testing the HTTPS Import Interface
- Transformation code for importing other data formats
- Practical example: Import GC/MS measurement values to your LIMS system
- Practical example: Import Biomerieux Vitek antibiogram into LIMS
- Connect Thermo Fisher Chromeleon to LIMS
- Connect PCR to LIMS with plate assignment
- LIMS connection to DEMIS reporting for pathogen detection
- Tips for import interfaces
- Imort pictures in parameters
- Connection of Essentim data loggers
- SHAPTH - Drinking water database report transmission
Kompetenzen
AI functions
- Enable/disable AI integration
- AI Explorer
- Query Explorer
- AI Import: Automatically assign external calibration certificates
- Enable and Use Audit Assistant
Introductory phase
- Labordatenbank introduction checklist
- Labordatenbank data structure
- Implementing the QM-Database
- Import parameters (Introduction phase)
- Import sample master data (Introduction phase)
- Benefits of the LDB Cloud
- configurable master data fields in the LDB
- Transfer files securely to the LDB
Query reports
- Create query reports using a template
- SQL Basic Course
- SQL JOINs
- SQL Basics
- Create / Edit query reports
- Parameter columns
- Variables in query reports
- Export data from query reports
- Link Evaluations
- Query report tables (SQL table and SQL bar chart)
- Save and Display MySQL Backup Locally
- Link evaluations with import interface
Orders
- Create Order
- Add an order using a template
- Add samples with an order template
- Delete order
- Scanning and sending documents to the LDB with QR
- Typical configurations
- Create order templates
- Create orders using templates
- Defining order access rights
- Order schedule
Templates
- Manage templates for samples
- Create/Edit/Add Sample template
- Templates for orders, customers, materials, and other data types
Customers
- E-mail templates for reports and invoices
- Create customer
- Add / Edit / Delete contact persons at customers
- Merging duplicate customers
- Search customers
- Forward emails to the LDB
- Import customers ( introduction phase)
- Delete Customer
Client zone (optional)
Offers
- Create offer
- Add prices and price items
- Appendix with Terms and Conditions and Service Catalog
- Send Offer
Invoices
- Manage invoices
- Create Invoice
- Sending Invoices
- The English translation for "Teilzahlungen bei einer Rechnung erfassen
- Manage price list
- Exporting invoices
- Import billing items (Introduction phase)
- Create revenue centers for prices
- Activate X-invoice / E-invoice for Germany
- Create Collective Invoices
- Cancel invoice
- QR code for online banking on invoices
- Suggest billing items
Parameters
- Parameter management
- Add/Edit/Delete Parameter
- Create/edit/delete parameter group
- Daily Parameter List: What has to be done in the laboratory
- Parameter usage statistics
- Labeling of subcontracting and accreditation
- Parameter data types
- portray proficiency tests
- Manage examination packages
- Create/Edit examination packages
Calculating with parameters
- Deposit formulas with parameters
- Calculating with number sequences
- Calculation of dry matter and annealing loss
- Calculating with Date/Time Information
- Example: Weighing in and weighing out
- Example: Calculation of annealing loss with validity check
- Example: Determination of Chemical Oxygen Demand
- Example: Determination of TVC - aerobic mesophilic total viable count
- Bsp.: Drinkingwater-Legionella since March 2023 (German Regulation)
Webservices
- LDB Webservices
- Provide data as web services for external systems
- Send data to an external web service
- Send data to the Labordatenbank
- Example: Send eTermin to the LDB
- Example: JSON file for creating samples
Transformationscode
- General structure of a transformation code
- Transformation code for evaluations
- Export transformation code
- Webservice Response Handler
- Import transformation code
Test plans / limit values / specifications
- Create test plan / limit value table / specification
- Add specification limits / reference ranges
- Measurement value evaluation based on reference range values
- Detect and filter reference range deviations
- Parameter-specific text modules according to limit tables
Documents control
- Create a New Document
- Create new version
- Validate document
- Release Document
- Request read confirmation
- Import documents (Introduction phase)
- Change the document creator afterwards
- Delete documents
- Documents: Confirm validity check
Material
- Functions of Material Management
- Create/edit/delete material
- Linking materials with parameters
- Reorder Materials Online
- Management of chemicals
- Manage/Create/Edit/Delete Batches
- Use batch samples
Questions and answers
- IT requirements
- Where can I find the current version number of the _LABORDATENBANK__?
- How can I calculate the average from five measured values?
- Where do you enter titles like Dr/Prof/Dipl. etc.?
- How can I change the order of parameters in the packages?
- Querious: Delete archived reports
- Download files in the Edge browser instead of opening them directly
- Transfer the status of the production system to the test system
Equipment
- Test Equipment Management
- Test equipment detailed view
- Add/edit/delete Test Equipment
- Import test equipment (introduction phase)
- Create control charts
- Import control values from test equipment
- Print labels for test equipment
- Forward emails to test equipment
- Booking Test Equipment
- Test Equipment Calendar
Trainings
- TrainingSchedule: Document Training Sessions, Demonstrate Competencies
- Add/edit/delete training
- Import Trainings (Introduction phase)
8D-report
Others
Supplier evaluation
File management
- Add Files (to Samples, Customers, Orders)
- Add Files (Test Equipment, Material, Batches, Specifications)
- File Management
- Search data
Processes