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Can I customize the documents I create with LSP.expert?
Can I customize the documents I create with LSP.expert?

You have several options to customize the documents you create with LSP.expert.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

First of all, you can put your logo on your documents. See Settings > My company. That is also where you have to enter your name and address.

Then, you can choose among different document templates under Settings > Document templates. You can also define a leading color for your templates and some other lay-out options.

Under Settings > Document templates, you can add your own letterhead paper to be used in your documents (see this article: http://help.lsp.expert/en/articles/2451379-can-i-use-my-own-letterhead-paper-for-the-documents-i-create-using-lsp-expert) and also adapt the margins in your documents (see this article: http://help.lsp.expert/en/articles/2619722-can-i-adapt-the-margins-in-my-documents).

After you've selected your document template, you can also add your Terms and a footer to your documents. For that, you have to go in Settings > Document and email configuration > you select the right document configuration > you go in the Terms and footer tab of this document configuration. You can format the text as you wish (with bold, italics, columns, etc.)

In the popup that appears, you can also define that you want to display the terms on a separate page and copy the terms from another document.

Under Settings > Advanced options, you can find some last options to customize your documents even more:


If you're using LSP.expert V1

First of all, you can put your logo on your documents. See Settings > Account. Your name and address should be defined in the Details field under Settings > Accounting.

Then, you can choose among different document templates under Settings > Document templates. You can also define a color for your templates and some other lay-out options.

You can also add your Terms and a footer on your documents. For that, you have to go in Settings > Document and email configuration > you select the right configuration > you go in the Terms and Footer tab of this configuration. You can format the text as you wish (with bold, italics, columns, etc.)

You can also define a footer for each document and define that you want to display the terms on a separate page. You can also copy the terms from another document.

And you can adapt the margins in your documents, see this article: http://help.lsp.expert/en/articles/2619722-can-i-adapt-the-margins-in-my-documents

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