Open CAPPS

Choose the template for your documents

Version 2026.11 Reading time: 4 min Permission required: Company / branch configuration and Customize documents

The template defines the layout of your PDF documents: the arrangement of the header, the body, the customer information and the footer. You choose it from a gallery where each template is shown as a preview.

Open the template gallery

  1. Open Company preferences, CUSTOMIZE tab.

  2. In the Print profiles block, check the profile shown: the chosen template will be saved on this profile (see Manage print profiles).

  3. In the Template and logo block, click the template card (Click to change). This button is available even outside edit mode.

The gallery opens on the VISUAL RENDER tab. The Fullscreen and Back buttons are at the top right.

Filter the templates

Four lists let you keep only the templates that combine the parts you want:

FilterChoices offered
HeaderVertical, The Essential, The Framed, The Horizon
BodyStandard, Compact, Detailed, Modern
Customer InfoClassic, Lateral, Balanced, Clean
FooterThe Essential, Signature, Institutional

Choose All in a list to remove that filter, or click Clear to remove them all. At the bottom of the gallery, set the number of templates per page (6 or 12) and change pages.

Apply a template

  1. Click a template card. It appears on the right in Selected Preview; Print document lets you print it to check it.

  2. Click Save.

  3. If a template was already saved, answer the question Do you really want to change the default template? by clicking Confirm.

  4. Then choose what you take from the template (see below).

  5. The Settings saved successfully message appears, then CAPPS takes you back to the customization workshop.

For the question Do you want to apply the full template or only the overall structure?:

ChoiceEffect
Full templateApplies the template's layout and style: colors, background, opacities and typography. Your logo, your partner logo and their positions are kept.
Overall structure onlyChanges only the layout; your colors, your background and your style stay as they are.

For a branch that has no template yet, the first choice is saved directly, without a question.

If saving is refused

Save stays grayed out until a template is selected. If you save the template already in place, CAPPS shows Please choose a display template: select another template. In case of error, the Error while saving message appears; try again. If the gallery does not appear (Unable to load the templates.), click Retry.

After changing templates, check the location of your logo and adjust the colors if needed: see Add your logo and Set the colors, style and background.