Letter Head
How to use Letter Head in Documents & Printing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Choose the print format and letterhead, review the preview, and export the document when permitted. Maintain the company logo and contact details. Never alter business values in a print template to disguise a transaction error.
This page is a record page in System Admin → Documents & Printing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Letter Head Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Letter Head from System Admin → Documents & Printing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Letter Head Nameletter_head_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Letter Head Based Onsource | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Footer Based Onfooter_source | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Default Letter Headis_default | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Imageimage | Attach Image Optional | Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements. |
Image Height (px)image_height | Float Optional | Enter a numeric value using the required unit and precision. |
Image Width (px)image_width | Float Optional | Enter a numeric value using the required unit and precision. |
Alignalign | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Header HTMLcontent | HTML Editor Optional | Letter Head in HTML |
Footer HTMLfooter | HTML Editor Optional | Footer will display correctly only in PDF |
Imagefooter_image | Attach Image Optional | Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements. |
Image Height (px)footer_image_height | Float Optional | Enter a numeric value using the required unit and precision. |
Image Width (px)footer_image_width | Float Optional | Enter a numeric value using the required unit and precision. |
Alignfooter_align | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Header Scriptheader_script | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Footer Scriptfooter_script | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.