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description: 'How to configure Printing Settings and Template Customization:'
---

# Printing Settings

<mark style="color:blue;">WorkMate allows you to customize and manage printing templates for work orders, purchase orders, and other documents using Shopify’s Liquid template language. Below is a -by- guide for configuring printing settings and customizing templates.</mark>

{% embed url="https://www.youtube.com/watch?v=Pk1a1pfJfjw" %}



**1. Access Printing Settings**

* Open WorkMate from your Shopify dashboard.
* Navigate to the **Settings** section.
* In the settings menu, locate and select Printing to configure print templates for work orders, purchase orders, and more.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FESJlysllAZc9GXQW7OuE%2Fimage.png?alt=media&#x26;token=a1be9e46-96c5-4bcf-a70d-a03f176d6a15" alt=""><figcaption></figcaption></figure>

**2. Select the Document Type to Customize**

* In the Printing Settings section, you will see separate areas for configuring different document types.

<mark style="color:green;">Work Order Print Templates: Customize templates for printing work orders.</mark>

<mark style="color:green;">Purchase Order Print Templates: Customize templates for printing purchase orders.</mark>

<mark style="color:green;">Stock Transfer Print Templates (if applicable): Customize templates for printing stock transfers.</mark>

* Click on the document type you wish to customize.

**3. Choose or Create a Print Template**

* WorkMate provides some default templates, such as:

<mark style="color:green;">Quote Template for work orders.</mark>

<mark style="color:green;">Work Order Invoice Template.</mark>

* To customize a template:
* Select one of the available templates to edit, or
* Create a new template by clicking **Create New Template**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FcZzf6Owa1T38anrQdrZP%2Fimage.png?alt=media&#x26;token=5570cb75-215b-4826-8e93-eddbec6a34cd" alt=""><figcaption></figcaption></figure>

**4. Customize the Template Using Liquid**

* Liquid is Shopify’s template language used for dynamically generating content.
* In the template editor, you can customize elements such as:

<mark style="color:green;">Work Order Details: Include fields like order number, date, customer information, etc.</mark>

<mark style="color:green;">Line Items: Display product or service line items associated with the work or purchase order.</mark>

<mark style="color:green;">Custom Fields: Add any custom attributes or fields you’ve configured in WorkMate.</mark>

* To reference available variables (e.g., work order ID, customer name, product details), click the **View Template Variables** button. This will display a list of variables you can use in your template.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FdrrERLbGuoGh0uqyzB4G%2Fimage.png?alt=media&#x26;token=ead35523-0719-4a82-9234-c1a5e0ea3a0f" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example Liquid Code:</mark>

<mark style="color:green;">\<h1>Work Order #\{{ work\_order.id \}}\</h1></mark>

<mark style="color:green;">\<p>Customer. \{{ work\_order.customer\_name \}}\</p></mark>

<mark style="color:green;">\<p>Date. \{{ work\_order.created\_at | date. "%B %d, %Y" \}}\</p></mark>

\


**5. Set the Print Template Email**

* In the Print Template Email section, specify the email address to which the print templates will be sent.
* You can enter:

Your own email address, or

A shared office printer email address to print documents automatically.

* WorkMate currently supports one email address but is working on a feature to allow multiple emails.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FtU0snBBtDrRxIKK8cKNP%2Fimage.png?alt=media&#x26;token=197746f4-09d6-413b-a0a7-3477a83948c1" alt=""><figcaption></figcaption></figure>

**6. Customize Email Subject and Reply-To Address**

* Below are the print template email settings, configure the following:&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FTL3aQQzdy6icyUEmSrmx%2Fimage.png?alt=media&#x26;token=713357e2-e2f6-4a16-9533-cb69894ca441" alt=""><figcaption></figcaption></figure>

From Title: This is the subject line of the email containing the print template.

Reply-To Email: Set the email address that will receive any responses to this email.

**7. Test Your Print Template**

* After creating or editing a template, you can test it by creating a work order or purchase order and selecting the **Print** option.
* The print document will use the template you configured and send it to the specified email address for review or printing.

**8. Save Changes**

After customizing your templates and configuring the email settings, click **Save** to apply the changes.
