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How to add a custom field and company logo to your PDF template
How to add a custom field and company logo to your PDF template

Adding extra fields or information to a template

Mathilde avatar
Written by Mathilde
Updated over a year ago

*Note: PDF templates are not available in the Essentials Plan and the Standard Plan. QR codes are available in all plans.
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In Cheqroom, you can generate PDF documents that can be used for, for example, reservation checklists or for employee agreements or third-party agreements.Β 

These PDF documents are customizable and allow you to add specific information, and even your company logo, in just a few quick steps:

Adding your company logo

  • Go to Settings in the bottom left corner of your screen

  • Go to Templates

  • Clone the template you'd like to edit

  • Click on the area underneath the template title

  • Drag and drop your company logo

  • Click Preview and Save when everything is looking good

*Note: Try to resize your image to max 300px wide and 100px height to get optimal results. If the image width/height is too large, you will need to resize it in the template and it may look blurry.

Adding a custom field

Once you have added custom fields to either Items, Contacts, Reservations or Check-outs, you can add this information to your PDF template:

  • Go to Settings and click Templates

  • Clone the template you'd like to edit

  • Decide where your extra field should be and add a row or column by selecting the row above or column next to it and right click:

Once the new row or column have been added:Β 

  • Choose a title

  • Place your mouse in the field where the information will be added

  • Click on the dropdown list in the top-right corner called 'Insert Placeholder'

  • Choose the field you'd like to add

  • Click Preview and Save when everything is good to go

πŸ’‘ Tip: Hover over the icons at the top to know their function.

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