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On the edit page the form appears only after the template has loaded; if it cannot be loaded, Requiply shows an error toast and returns you to ",[857,858,417],"a",{"href":418},".",[801,861,863],{"id":862},"template-details","Template details",[753,865,866,867],{},"A helper note above the fields reads: ",[868,869,870],"em",{},"\"Click a variable to add it to the field you are editing.\"",[872,873,875],"h3",{"id":874},"template-name","Template name",[753,877,878],{},"The display name for the document.",[880,881,882,886,889,896],"ul",{},[883,884,885],"li",{},"Required",[883,887,888],{},"1 to 50 characters",[883,890,891,892,895],{},"Used as the card title on the list page, as the label in the booking ",[760,893,894],{},"Export"," dialog, and as the downloaded file name",[883,897,898,899,902,903,906],{},"Shows ",[760,900,901],{},"Name is required"," when missing and ",[760,904,905],{},"Name is too long"," when over the limit",[753,908,909,910,914,915,914,918,859],{},"Because staff pick this name from the Export dialog, use something they will recognize under pressure — ",[911,912,913],"code",{},"Rental agreement",", ",[911,916,917],{},"Handover act",[911,919,920],{},"Packing list",[872,922,924],{"id":923},"document-body","Document body",[753,926,927],{},"The HTML body of the document.",[880,929,930,933,940,946],{},[883,931,932],{},"No length validation",[883,934,935,936,939],{},"Dual-mode editor controlled by a ",[760,937,938],{},"Rich text \u002F HTML"," toggle",[883,941,942,945],{},[760,943,944],{},"Rich text"," mode is a Quill editor with bold, italic, underline, ordered list, bullet list, link, and code-block formatting",[883,947,948,950],{},[760,949,837],{}," mode is a monospaced auto-resizing textarea for full documents and pasted markup",[753,952,953,954],{},"A helper note reads: ",[868,955,956],{},"\"HTML mode is best for full documents like contracts. 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It is searchable — type part of a label, token, or key to filter — and each option shows the friendly label above the raw token.",[753,979,980,981,914,984,986,987,989,990,993,994,914,997,914,1000,914,1003,914,1006,1009,1010,914,1013,1009,1016,1019,1020,1023,1024,1026],{},"The list contains every built-in booking, client, and organization variable plus one entry per custom field configured on the ",[760,982,983],{},"Client",[760,985,42],{},", or ",[760,988,732],{}," level, labelled with its level (for example ",[911,991,992],{},"Passport number (Client)","). It includes the rental days, item totals, sold goods totals, and logo variables: ",[911,995,996],{},"{{bookingDays}}",[911,998,999],{},"{{bookingItemsQuantity}}",[911,1001,1002],{},"{{bookingItemsTotal}}",[911,1004,1005],{},"{{bookingItemsFullPriceTotal}}",[760,1007,1008],{},"Total of sold items"," ",[911,1011,1012],{},"{{bookingSaleTotal}}",[760,1014,1015],{},"Booking total without sold items",[911,1017,1018],{},"{{bookingRentTotal}}",", and ",[911,1021,1022],{},"{{organizationLogoUrl}}",". The complete list is documented on the ",[857,1025,417],{"href":418}," page.",[753,1028,1029,1030,1033,1034,859],{},"Totals of a numeric product or unit field, such as ",[911,1031,1032],{},"{{groupFieldTotal_weight_kg}}"," for the total weight, are not in the dropdown. Type them by hand, see ",[857,1035,1037],{"href":1036},"\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates#product-and-unit-field-totals","Product and unit field totals",[753,1039,1040],{},"How a token is inserted depends on the editor mode:",[880,1042,1043,1049],{},[883,1044,1045,1046,1048],{},"In ",[760,1047,837],{}," mode, the token is appended on a new line.",[883,1050,1045,1051,1053,1054,1057,1058,1061],{},[760,1052,944],{}," mode, a simple token is appended as its own paragraph; the table variables ",[911,1055,1056],{},"{{bookingItems}}"," and ",[911,1059,1060],{},"{{bookingServices}}"," are appended after a blank paragraph so the table sits on its own line.",[753,1063,1064],{},"Tokens are appended at the end of the body — reposition them by editing the body directly.",[1066,1067,1069],"h4",{"id":1068},"table-variables-take-a-column-list","Table variables take a column list",[753,1071,1072,914,1074,1019,1076,1079],{},[911,1073,1056],{},[911,1075,1060],{},[911,1077,1078],{},"{{bookingSaleItems}}"," accept an optional list of columns in square brackets, so one template can print a short client-facing summary and another a full handover act:",[1081,1082,1087],"pre",{"className":1083,"code":1085,"language":1086},[1084],"language-text","{{bookingItems[index, name, serial, qty, price, total]}}\n{{bookingItems[index, sku, name, qty, blank:Condition, blank:Signature]}}\n{{bookingItems[index, image:Photo, name:Equipment, qty, full_price_total, total, totals]}}\n","text",[911,1088,1085],{"__ignoreMap":1089},"",[753,1091,1092,1093,914,1096,1099,1100,1103,1104,1108],{},"The dropdown inserts the plain token; type the bracket list yourself. Every available column, including the product ",[911,1094,1095],{},"image",[911,1097,1098],{},"full_price_total",", custom unit and product fields, and the ",[911,1101,1102],{},"blank:Label"," hand-filled column, is listed under ",[857,1105,1107],{"href":1106},"\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates#choosing-the-table-columns","Choosing the table columns",". Three more things the list can do:",[880,1110,1111,1133,1151],{},[883,1112,1113,1116,1117,1120,1121,1124,1125,1128,1129,859],{},[760,1114,1115],{},"Your own header."," Write it after the column name with a colon, such as ",[911,1118,1119],{},"name:Equipment"," or ",[911,1122,1123],{},"qty:Units",". A header cannot contain a comma or ",[911,1126,1127],{},"]",". See ",[857,1130,1132],{"href":1131},"\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates#your-own-column-headers","Your own column headers",[883,1134,1135,1138,1139,1142,1143,1146,1147,859],{},[760,1136,1137],{},"A totals row."," Add ",[911,1140,1141],{},"totals"," and the table ends with a ",[868,1144,1145],{},"Total:"," row that adds up the quantity, deposits, full price totals, line totals, and numeric custom field columns. See ",[857,1148,1150],{"href":1149},"\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates#totals-row","Totals row",[883,1152,1153,1009,1156,1158],{},[760,1154,1155],{},"Photos.",[911,1157,1095],{}," prints each product's default photo as a thumbnail, and is left out when no product on the booking has a photo.",[753,1160,973,1161,1164],{},[760,1162,1163],{},"live preview"," renders the columns, headers, and totals row you picked with sample data, so you can see the shape of the table before saving.",[1066,1166,1168],{"id":1167},"sold-items","Sold items",[753,1170,1171,1172,1174,1175,1177,1178,1180,1181,1184,1185,1187,1188,859],{},"With ",[857,1173,287],{"href":289}," on, ",[911,1176,1078],{}," prints the goods sold on the booking, such as memory cards or batteries, net of returns, and ",[911,1179,1012],{}," prints their total, which is already part of ",[911,1182,1183],{},"{{bookingTotal}}",". Both print nothing on a booking without sold goods, so one template works for every booking. ",[911,1186,1018],{}," prints the booking total without the sold goods (rent, services, discounts, and adjustments), so a summary can show the rent, the goods, and the amount to pay on separate lines. In the live preview they show sample amounts of 525 and 250 in your currency. The columns are listed under ",[857,1189,1191],{"href":1190},"\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates#sold-items-table-columns","Sold items table columns",[787,1193,1194,1198],{},[790,1195],{"src":1196,"alt":1197},"\u002Fassets\u002Fsettings\u002Fbookings\u002Fexport-templates\u002Finsert-variable-sold-totals.png","The Equipment Handover Act template in the export template editor in dark mode, with the Insert variable dropdown open above the HTML document body and sold typed in its search. Box 1 marks the option Total of sold items with the token {{bookingSaleTotal}} under it. Box 2 marks the option Booking total without sold items with the token {{bookingRentTotal}}. The live preview of the act is on the right",[795,1199,1200],{},[753,1201,1202,1203,1205,1206,1209,1210,1213,1214,1217],{},"Search the ",[760,1204,976],{}," dropdown for ",[868,1207,1208],{},"sold",": ",[760,1211,1212],{},"1"," the total of the goods sold, ",[760,1215,1216],{},"2"," the booking total without them.",[872,1219,1221],{"id":1220},"ai-assistance","AI assistance",[753,1223,1224],{},"Four buttons sit under the body label:",[806,1226,1227,1237],{},[809,1228,1229],{},[812,1230,1231,1234],{},[815,1232,1233],{},"Button",[815,1235,1236],{},"What it does",[822,1238,1239,1252,1262,1272],{},[812,1240,1241,1246],{},[827,1242,1243],{},[760,1244,1245],{},"Create with Requiply Assistant",[827,1247,1248,1249,1251],{},"Opens the built-in ",[857,1250,641],{"href":642}," in document-designer mode, already aware of this page's variables and your current draft. Its generated documents can be applied straight into the editor.",[812,1253,1254,1259],{},[827,1255,1256],{},[760,1257,1258],{},"Open prompt in ChatGPT",[827,1260,1261],{},"Opens ChatGPT in a new tab with a prompt that explains every available variable.",[812,1263,1264,1269],{},[827,1265,1266],{},[760,1267,1268],{},"Open prompt in Claude",[827,1270,1271],{},"Opens Claude in a new tab with the same prompt.",[812,1273,1274,1279],{},[827,1275,1276],{},[760,1277,1278],{},"Copy AI prompt",[827,1280,1281],{},"Copies that prompt to the clipboard for any other tool.",[753,1283,1284,1285,1288,1289,1291],{},"Only the first one writes back to the form. When the assistant produces a document, its preview card carries an ",[760,1286,1287],{},"Apply to editor"," button that replaces the template name and body and switches the editor to ",[760,1290,837],{}," mode. The external options are copy-and-paste round trips.",[787,1293,1294,1298],{},[790,1295],{"src":1296,"alt":1297},"\u002Fassets\u002Fsettings\u002Fbookings\u002Fexport-templates\u002Fai-actions.png","The document body toolbar with the Rich text and HTML toggle, Insert variable dropdown, and four AI buttons",[795,1299,1300],{},[753,1301,1302],{},"The four AI buttons, left to right: Requiply Assistant, ChatGPT, Claude, and copy prompt.",[801,1304,784],{"id":1305},"live-preview",[753,1307,1308],{},"The preview card on the right is sticky on wide screens and renders the body on a white, page-shaped sheet so you can judge the printed result.",[753,1310,1311],{},"Sample values are built from:",[880,1313,1314,1317,1320,1326,1337],{},[883,1315,1316],{},"The active interface language",[883,1318,1319],{},"The organization's currency, name, email, and phone",[883,1321,1322,1323,1325],{},"A built-in fixed set of sample booking data: client, dates, totals, items, and services. The sample booking runs 3 days with 3 units, and each sample product shows a grey placeholder picture in the ",[911,1324,1095],{}," column",[883,1327,1328,1329,1332,1333,1336],{},"A type-appropriate sample for each custom field (for example ",[911,1330,1331],{},"123"," for a number field, ",[911,1334,1335],{},"Yes"," for a checkbox)",[883,1338,1339,1340,1057,1343,1346],{},"For ",[911,1341,1342],{},"{{groupFieldTotal_…}}",[911,1344,1345],{},"{{itemFieldTotal_…}}",", the field's sample value times the 3 sample units",[753,1348,1349,1351,1352,1355],{},[911,1350,1022],{}," is empty in the preview, so a logo wrapped in ",[911,1353,1354],{},"{{#if organizationLogoUrl}}"," does not show there. Export a real booking to check the logo.",[753,1357,1358],{},"A hint above the preview notes that it uses sample booking data.",[753,1360,1361,1362,1365],{},"Conditional ",[911,1363,1364],{},"{{#if …}}"," blocks are resolved in the preview too, so a block whose variable has no sample value disappears exactly as it would in a real export.",[1367,1368,1369,1370,1373],"note",{},"The preview never touches a real booking and never produces a PDF. It is a layout and spelling check — a misspelled token renders as the literal ",[911,1371,1372],{},"{{bookingTotl}}"," text.",[801,1375,1377],{"id":1376},"validation","Validation",[880,1379,1380,1385],{},[883,1381,1382,1384],{},[760,1383,875],{}," is required and must be 1–50 characters",[883,1386,1387,1389],{},[760,1388,924],{}," has no validation",[753,1391,1392],{},"Errors appear under the affected field.",[801,1394,1396],{"id":1395},"saving-changes","Saving changes",[753,1398,1399,1400,1403],{},"Click ",[760,1401,1402],{},"Save"," to store the template.",[753,1405,1406,1407,1120,1410,1413,1414,1416],{},"On success, a toast confirms ",[911,1408,1409],{},"Document template \"\u003Cname>\" created",[911,1411,1412],{},"… updated"," and you return to ",[857,1415,417],{"href":418},". On the edit page, only the fields you actually changed are written. If saving fails, an error toast appears and the form stays open.",[753,1418,1399,1419,1422],{},[760,1420,1421],{},"Cancel"," to leave without saving.",[801,1424,1426],{"id":1425},"deleting-a-template","Deleting a template",[753,1428,1429,1430,1432,1433,1436,1437,859],{},"The edit page has a red ",[760,1431,851],{}," action. It opens a confirmation dialog headed ",[760,1434,1435],{},"Delete document template"," asking ",[911,1438,1439],{},"Are you sure you want to delete \"\u003Cname>\"?",[753,1441,1442,1443,1445],{},"Confirming deletes the template immediately — export templates are not referenced by workflows, so there is no reference check to wait for. A toast confirms the deletion and you return to the list. The template disappears from the booking ",[760,1444,894],{}," dialog for the whole organization.",[801,1447,1449],{"id":1448},"common-scenarios","Common scenarios",[872,1451,1453],{"id":1452},"drafting-a-rental-agreement-from-scratch","Drafting a rental agreement from scratch",[1455,1456,1457,1465,1470,1473,1491,1497],"ol",{},[883,1458,1459,1460,1462,1463,859],{},"Open ",[760,1461,766],{}," and name it ",[911,1464,913],{},[883,1466,1467,1468,838],{},"Keep the editor in ",[760,1469,837],{},[883,1471,1472],{},"Build the sections — parties, booking period, equipment, charges, responsibilities, signatures.",[883,1474,1475,1476,914,1479,914,1482,914,1485,1019,1488,859],{},"Insert ",[911,1477,1478],{},"{{organizationName}}",[911,1480,1481],{},"{{clientName}}",[911,1483,1484],{},"{{bookingStartDateTime}}",[911,1486,1487],{},"{{bookingEndDateTime}}",[911,1489,1490],{},"{{bookingItems[index, name, serial, qty, price, total]}}",[883,1492,1493,1494,859],{},"Wrap the deposit paragraph in ",[911,1495,1496],{},"{{#if bookingDeposit}}…{{\u002Fif}}",[883,1498,1499],{},"Check the preview, then save.",[872,1501,1503],{"id":1502},"letting-the-assistant-do-the-first-draft","Letting the assistant do the first draft",[1455,1505,1506,1510,1517,1520],{},[883,1507,1399,1508,859],{},[760,1509,1245],{},[883,1511,1512,1513,1516],{},"Use a starter such as ",[760,1514,1515],{},"Draft a rental agreement",", or describe the document you need.",[883,1518,1519],{},"Review the print preview the assistant returns.",[883,1521,1399,1522,1524],{},[760,1523,1287],{},", adjust the wording, and save.",[872,1526,1528],{"id":1527},"translating-an-existing-document","Translating an existing document",[1455,1530,1531,1534,1539],{},[883,1532,1533],{},"Open the template's edit page.",[883,1535,1399,1536,1538],{},[760,1537,1245],{}," and ask for a translation — the assistant already has your current draft.",[883,1540,1541],{},"Apply the result and save, or save it as a second template so you keep both languages.",[801,1543,1545],{"id":1544},"tips-and-cautions","Tips and cautions",[958,1547,1548,1550,1551,1553,1554,1557],{},[760,1549,962],{}," Put ",[911,1552,1056],{}," on its own line. On its own it expands into a table of SKU, name, quantity, price, and total; add a bracket list such as ",[911,1555,1556],{},"{{bookingItems[index, name:Equipment, serial, qty, total, totals]}}"," to choose the columns, rename their headers, and add a totals row.",[773,1559,1560,1563],{},[760,1561,1562],{},"Heads up:"," There is no version history. Editing a template changes what every future export produces, and the previous body cannot be restored.",[773,1565,1566,1568],{},[760,1567,1562],{}," Applying an assistant-generated document replaces both the name and the whole body. Copy anything you want to keep before applying.",{"title":1089,"searchDepth":1570,"depth":1570,"links":1571},2,[1572,1573,1580,1581,1582,1583,1584,1589],{"id":803,"depth":1570,"text":804},{"id":862,"depth":1570,"text":863,"children":1574},[1575,1577,1578,1579],{"id":874,"depth":1576,"text":875},3,{"id":923,"depth":1576,"text":924},{"id":969,"depth":1576,"text":970},{"id":1220,"depth":1576,"text":1221},{"id":1305,"depth":1570,"text":784},{"id":1376,"depth":1570,"text":1377},{"id":1395,"depth":1570,"text":1396},{"id":1425,"depth":1570,"text":1426},{"id":1448,"depth":1570,"text":1449,"children":1585},[1586,1587,1588],{"id":1452,"depth":1576,"text":1453},{"id":1502,"depth":1576,"text":1503},{"id":1527,"depth":1576,"text":1528},{"id":1544,"depth":1570,"text":1545},"Build a printable rental document: give it a name, lay out the body, and insert booking, customer, item table, and organization variables.","md",null,{"gitbook":1594,"aliases":1598},{"source":1595,"icon":1596,"url":1597},"settings\u002Fbookings\u002Fexport-templates\u002Fadd-or-edit.md","file-pen","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsettings\u002Fbooking-settings\u002Fexport-templates\u002Fadd-or-edit",[1599],"\u002Fknowledge\u002Fsettings\u002Fbooking-settings\u002Fexport-templates\u002Fadd-or-edit",{"title":423,"icon":123},{"title":423,"description":1590},"PF9Zt47R0FeJj5OVeBcpr5QtBbh82lymqCvoQ0sBhXw",[1604,1606],{"title":48,"path":418,"stem":419,"description":1605,"icon":123,"children":-1},"Design the printable PDFs you generate from a rental, such as the rental agreement, contract, handover act, return act, or packing sheet.",{"title":48,"path":429,"stem":430,"description":1607,"icon":428,"children":-1},"The Requiply app for iPhone, iPad and Android: install it, sign in with your Requiply account, choose the tabs in the tab bar, and set the language, dark mode and text size.",1792585995059]