SugarCRM SupportKnowledge BasePDF Management

PDF Management

The PDF Management section includes topics covering creating, managing, and troubleshooting PDF templates in Sugar.

Topics

  • Adding Dynamic Images to PDF Manager Templates

    This article will cover how to insert images from Sugar image field types into PDF Manager templates.

  • Changing the Logo for PDFs in Sugar 6.5

    PDF files are commonly generated from the Reports module and from the Quotes module. Sugar allows you to customize the image appearing at the top of these files to match your organization's logo.

  • Changing PDF Logos in PDF Manager

    In Sugar®, the PDF Manager uses an interface similar to email templates to allow you to add and adjust logo images on generated PDFs. This article covers how to update or replace existing logo image files via Admin > PDF Manager.

  • Customizing PDF Templates With Smarty Modifiers

    Smarty™ is a template engine for PHP that allows users to make front-end presentation changes without the need to access the back-end code. The markup tags that can be used in Sugar® to add additional style and functionality to PDF and email templates are called Smarty modifiers. You can use Smarty modifiers to force formatting elements such as capitalization, hyphenation, and date style, or to transform your CRM's field values into more customer-friendly terms. Smarty modifiers will not perform calculations, conditional logic, or allow you to modify the layout of a template. For mathematical or logical modifications, you should utilize Sugar Logic and Calculated Fields. For the complete list of available modifiers, please refer to the Smarty modifier documentation. This article will walk through using a Smarty modifier to change the way a field is displayed in Sugar.

  • Introduction to Smarty Modifiers for Sugar PDF Templates

    Smarty™ is a template engine for PHP that allows users to make front-end presentation changes without having to access the back-end code. The markup tags that can be used in Sugar® to add style and functionality to PDF and email templates are called Smarty modifiers. You can use Smarty modifiers to force formatting elements such as capitalization, hyphenation, and date style, or to transform your CRM's field values into more customer-friendly terms. Smarty modifiers will not perform calculations, conditional logic, or allow you to modify the layout of a template. For mathematical or logical modifications, you should utilize the Sugar Logic functionality available via Admin > Studio.

  • Resizing Images in PDF Manager

    Sugar's PDF Manager empowers Sugar® administrators with the ability to customize PDF templates used when generating PDFs from Sugar records such as quotes. This article will discuss sizing images in PDF templates in order to achieve the intended image size on the printed PDF.

Last modified: 08/31/2016 05:47pm