To create the custom PDF you will use the HMTL editor that is built into OpenCRM.

Important: This process requires a basic understanding of HTML.

To make these changes you should expand the HTML editor toolbar and select the SOURCE button. The SOURCE button toggles the display between the (default) Preview screen and the HTML Source Code display.

To manage the Page Margins you should insert the HTML code that is highlighted in this example;

The margin code references the margins in a clockwise rotation - Top, Right, Bottom and Left margins.

Note : Adding this to your default PDF document that becomes your base template means that every subsequent document that you create from Duplicating this master will have the margins set as you require.


Need More Help?

If you have any questions, just start a Live Chat, "Click" on the Chat Icon in the lower right corner to talk with our support team.