Custom Document Design Platform

1. Overview

Allows users to create, customize, and manage documents tailored to their specific needs. This platform is designed to streamline document creation processes, ensuring consistency, accuracy, and professionalism.

2. Key Features

Here are the primary features of the platform:

2.1 Document Templates

Access pre-designed templates for:

• Invoices
• Credit Notes

Use these templates as a starting point for your documents.

2.2 Customization Tools

• Modify templates by:
  • Adding logos
  • Changing fonts
  • Adjusting colors
  • Inserting custom text
• Tailor the design to match your brand and preferences.

2.3 Preview Mode

• View real-time previews of your customized documents before finalizing them.
• Ensure the document meets your expectations before saving or exporting.

Customizing Default Template

Access the Platform

1. Navigate to your Fiscal Harmony Portal .
2. Log in with your credentials or register for an account if you're a new user.
3. Go to Customization and click create customization 

Adding Customization 

1. Email

•  Ad Enter the desired email address that you want to appear on the fiscalized invoice. This will help clients contact you easily

2. Phone Number

• Input the phone number you wish to display on the fiscalized invoice. Ensure its accurate and accessible to your clients

3. USD Banking Details

• Add Provide the necessary banking details for USD transactions. These will be visible on the invoice for clients who need to make payments in USD

 4. ZWG Banking Details

• Similarly , add the banking details for ZWG transactions. This ensures clients can pay in the appropriate currency.

5. Add LOGO 

• To personalize your invoices, upload your company logo:
  • Click on Pick New Logo
  • Select the file from your device and confirm

6. Save Customization

• Save all your changes by clicking Save Customization 

3. Getting Started with Advanced Customization 

Follow these steps to begin using the platform: 

3.1 Access the Platform

1. Navigate to your Fiscal Harmony Portal .
2. Log in with your credentials or register for an account if you're a new user.
3. 

3.2 Navigate to Customisation

• Click the Customisation button on the left side of your screen.
• Click Advanced Document Editing 

3.3 Choose a Template

1. Browse the available templates in the library.
2. Select a template that best suits your requirements (e.g., Invoice or Credit Note).

3.4 Customize Your Document

• Use the toolbar to:
  • Add images (e.g., company logo)
  • Adjust layouts (e.g., move sections around)
  • Modify content (e.g., change text, colors, fonts)

3.5 Preview and Save

1. Use the Preview feature to ensure your document looks as desired.
2. Save your work to continue later or finalize it.

4. Creating a Template from Scratch

• If you prefer to design a document entirely from scratch, follow these steps: 

4.1 Start Afresh

1. Press the START AFRESH button to begin creating a new template.
2. A blank canvas will appear, allowing you to build your document step by step.

4.2 Add Sections

1. Divide your document into logical sections:
   • Header : Includes company logo, name, and contact details.
   • Body : Contains the main content (e.g., itemized lists, descriptions).
   • Footer : Includes terms and conditions, payment information, or signatures.
2. Use drag-and-drop tools to position elements like:
   • Text boxes
   • Tables
   • Images
3. Edit each field to suit your needs.

4.3 Copying Template Themes

• If you want to reuse a design from an existing template:
  1. Select the template you wish to copy (e.g., Invoice or Credit Note).
  2. Apply its theme to another document type (e.g., Credit Note to Invoice).
  3. This ensures consistency across your documents while saving time.

4.4 Saving Your Template

1. Click Save Template to store your work.
2. A preview of your document will be displayed.

Saving Options:

Save and Activate :

• Activates your template immediately.
• When you fiscalize, this is the template that appears.

Save Draft :

• Keeps your template as a draft for future editing.
• You can return to it and continue working when ready.

5. Troubleshooting

If you encounter any issues while using the platform, refer to the solutions below:

5.1 Unable to Log In

• Ensure you're entering the correct username and password.
• If forgotten, reset your password using the "Forgot Password" option.

5.2 Template Not Loading

• Check your internet connection and refresh the page.
• If the issue persists, contact support.

6. Contact Support

For further assistance, reach out to our support team:

• Email: [email protected]