Set up Custom Templates - Upload and Use Template Codes

Sep 21, 2026

Upload by Anda

Learn how to set up and manage custom document templates using template codes in Tidy. The workflow covers accessing templates in Global Settings, downloading and editing examples like a purchase order, and ensuring {{#foreach Quote}} boundaries correctly wrap all mapped titles and fields. It also explains adding template codes to text boxes, customizing fields via the appropriate template-code appendix, uploading the finalized template through New Template, and configuring default templates for sales quotes, packing slips, and purchase orders.

LanguageEnglish

CategoryForms

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Set up custom templates

Download and edit templates

Template code boundaries and field mapping

Insert template codes in text boxes

Upload customized templates

Configure default templates

SET UP Set up custom templates |

Learn how to create custom templates for sales quotes, packing slips, project proposals, project quotes, and purchase orders. Use our template codes to add fields to your document template. | | | --- | --- | | Head to Templates under Global Settings. You can either upload your own templates or use our built-in templates. | | | On the right, download one of the templates to view and edit it. For this example, let's download the template for a Purchase order. | | | Open the template on your device to view or edit it. Here, you can seethe fields that will be populated by your purchase orders.
You can add or edit these using the template codes here. | | | You'll notice that the top of each page says {{\#foreach Quote}} and the bottom of each page says {{/foreach Quote}} .
These act as boundaries, so all titles and fields in the template must be contained between them to map information from your Tidy account into your template. |
© Copyright 2023 Tidy International Limited. All Rights Reserved. | SET UP CUSTOM TEMPLATES | TIP: If you insert a textbox and want to include template codes init, please ensure that either: The anchor point for the text box is within the {{\#foreach Quote}} boundaries.Or, if the anchor point is outside the boundaries of {{\#foreach Quote}} as shown here, add a separate pair of {{\#foreach Quote}} and {{/foreach Quote}} inside the textbox. | | | --- | --- | | Once you have finished customising your template, head back to TidyStock to upload it.
Click New Template, then name it, select the template type, and upload the file. Click save. | | | This Purchase order is now available to use when you create purchases.
Repeat this process to set up therest of your document templates.
Head to the appropriate template codes appendix for each type of template to customise your fields. | | | In the Defaults tab under Templates, you can set default templates for sale quotes, sale packing slips, and purchase orders.
If no default template is set up, then standard templates provided by Tidy will be used. |
© Copyright 2023 Tidy International Limited All Rights Reserved |

FAQs

Where can you upload or use built-in custom templates in Tidy?

Go to Templates under Global Settings. You can upload your own templates or use the built-in templates there.

Why must template titles and fields stay within {{#foreach Quote}} boundaries?

Those boundaries define where information from your Tidy account is mapped into the template, so all titles and fields must be contained between them.

How do you upload a finished custom template after editing?

Head back to TidyStock, click New Template, name it, select the template type, upload the file, then click save.

Sep 21, 2026

Upload by Anda