You can download a PDF version of the document design tutorial by clicking here.

Match-IT can generate all your business documents for you.  This includes: quotation letters, purchase orders, works orders, dispatch notes, invoices and many others.  Their papers are the way the information is arranged on the page together with any formatting information.

Your document designs will be very specific to your business, and often, specific to a particular product or customer as well.  Match-IT recognises this and provides facilities that allow you to define as many designs as you like. Match-IT will pick the design that is appropriate to the context whenever one is required.

The purpose of this tutorial is to describe how to use the integrated paper designer to create your document designs.  It is not intended to explain every tool and function of the designer; rather it aims to introduce you to enough of its features to enable you to develop an understanding of how it works and what can be achieved with it.  Once you have done this, it is recommended that you examine the sample designs that came with your installation with a view to using them as a basis for your own designs.

The paper designer works in a similar way to other designers that you might have used – for example there may be one included with your accounts system (e.g. Sage Line 50 and 100).  Some experience with this type of facility is assumed in this tutorial.  In addition, you may need to use some of the designer’s functions whose syntax is similar to those found in many spreadsheet packages; familiarity with the use of these is therefore helpful.  Finally, this tutorial assumes you are familiar with the Match-IT product.