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Print Settings

Print Settings controls how the documents Whautomate generates look on paper: the top and bottom margins, whether the header with your logo and details is printed, and a footer line. Use it if you print on letterhead, or if you want a line such as your registration number at the bottom of every document.

Available withCRM Suite or SalesIncluded in the Complete plan.Plans and modules

Before you start​

  • Print settings belong to a workspace. Switch to the right workspace first. See Workspaces.
  • The Scheduler and Accountant/Finance Manager roles cannot open Print Settings.

Set up printing​

  1. Go to Settings > All Settings and, under Templates, click Print Settings.
  2. Under General:
    • Switch on Print without header if you print on pre-printed paper that already has your branding.
    • Set the Top Margin and Bottom Margin in inches, to leave room for your letterhead.
    • Enter the Footer Text. It appears at the bottom of every document generated for this workspace.
  3. Click Save (or Update if you saved before). You see Print settings saved.
The Print Settings page with the Print without header toggle, Top Margin and Bottom Margin in inches and the Footer Text field

Healthcare businesses​

Accounts in healthcare categories see two more sections:

  • Label: the Height and Width (mm) and Font Size (px) of labels, to match your label printer.
  • Prescription: switch on Include diagnosis to add the diagnosis to prescriptions.