Layer Systems

Information on configuring and using email templates

Working with email templates

Details of linked assets can be added to customer quotations

Adding details of linked assets to quotation output

Setting up additional Terms and Conditions per base category

How to determine which details appear on your quotations

Setting which columns should appear in a quotation grid

Find out how to access your quotation, invoice, credit note, purchase order and sales order templates

Working with output templates

Use CSS to style your organisation's Layer account to ensure reflects your brand guidelines

How to customise the look & feel of your organisation's Layer account

Tags can be used to help you organise and find email templates

Selecting an email template

Nick Kewney

Chris Smith

A collection of articles on topics relating to document output templates e.g. invoices, purchase orders

Output Templates & Styles

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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