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 Labordatenbank.

Categories of PDF Templates

The management is divided into various categories:

+ Create PDF Template: Button to create a new PDF template for any document type.

Report: Templates for test reports and analysis results - the most frequently used document type in the laboratory. The active selection is highlighted in blue.

Invoice: Templates for invoice documents with all necessary tax and business elements.

Offer: Templates for cost estimates and offer documents for potential customers.

Worksheet: Templates for internal work documents and work instructions.

Document: General document templates for various administrative purposes.

Label: Templates for sample labels and inscriptions.

Specification: Templates for technical specifications and requirement documents.

Recipe: Templates for recipes and formulation regulations.

Order Confirmation: Templates for order confirmations and order documents.

Training: Templates for training documents and certificates.

Evaluation: Templates for statistical evaluations and data analyses.

8D Report: Templates for 8D reports in quality management.

Change Request: Templates for change requests and documentation of modifications.

Deactivated: Area for templates that are no longer active.

Functions and Controls

Action Buttons

Edit (yellow): Allows modification of the PDF template, including layout, design elements, and content structure.

Copy (grey): Creates a copy of the existing template as a basis for new, similar templates.

Sorting Function

Movement Arrows: The vertical double arrows enable re-sorting of templates using drag-and-drop functionality.

Number of Design Elements

Each template displays the number of contained design elements, which allows conclusions to be drawn about the complexity and scope of the template.

Last change: 26.08.2025

Allgemeines

Einführungsphase

Auswertungen

Mitarbeiter

Aufträge

Proben

Probenvorlage

Berichte

Kunden

Berichtstabellen Editor

Kundenzone (optional)

Anlagen

Angebote

Rechnungen

Parameter

Rechnen mit Parametern

Schnittstellen

Webservice

Transformationscode

Prüfpläne / Grenzwerte / Spezifikationen

Dokumentenlenkung

Fragen und Antworten

Prüfmittel

Material

Mitarbeiterschulungen

8D-Report

Sonstiges

PDF-Vorlagen

Lieferantenbewertung

Dateiverwaltung

Prozesse