Easily generate and customize PDFs for equipment check-outs, streamlining the process and ensuring all necessary documentation is captured.
Generating Cheqroom's PDF Templates
Here's how to utilize these templates to generate PDFs:
Log into your Cheqroom account.
Click on Reservations, Check-outs, or Users on the left-hand menu, depending on the situation.
Hover over the specific Reservation, Check-out, or User for which you want to generate a PDF.
Click on Actions and then on Generate PDF…
If you have multiple active templates for the chosen category (e.g., reservations), you can select the one you want to use.
Depending on the template configuration, you may require an electronic signature.
Click Generate to initiate the PDF generation process.
The generated PDF will be automatically attached to the corresponding Reservation, Check-out, or User. You can then download or print the PDF document.
By leveraging these pre-designed templates, you can save time and ensure consistent communication of expectations and agreements with your users.
Managing and Customizing PDF Templates
Cheqroom offers comprehensive admin functionalities for managing and customizing PDF templates for even greater control and customization.
Creating Custom PDF Templates
Click on Settings in the left-hand menu of your Cheqroom workspace.
Click on Templates within the Settings menu.
Click New template...
Indicate the type of template you want to create (Reservation Checklist, Check-out Agreement, etc.).
Use the editor to add fields, tables, images, etc.
Assign a clear and descriptive name to your newly created template for easy identification.
Click Preview & save to view the customized PDF and make any necessary adjustments before saving the final version.
Finally, don’t forget to toggle the activation button to ensure your new template is available.
Customizing Existing Templates
Cheqroom allows you to modify the pre-loaded system templates as well. Here's how:
Navigate to Settings in the left-hand menu and then Templates.
Hover over the system template you want to customize, click Actions, then click Clone.
Make your desired changes using the familiar WYSIWYG (What You See Is What You Get) editor.
Follow the same steps as creating a new template to finalize and activate your customized system template.
Adding Extra Information
Cheqroom allows you to incorporate additional details into your templates, such as:
Company Logo: Enhance professionalism by adding your company logo. Drag and drop your logo onto the designated area within the template.
Custom Fields: If you've created custom fields for items, contacts, reservations, or check-outs, you can integrate them into your templates
Advanced Customization
Cheqroom offers the "Source" mode for users who are comfortable with HTML coding. This mode provides granular control over the template's structure, allowing you to edit the underlying HTML code directly. Here's what you can achieve with Source mode:
You can add, remove, or modify HTML elements to customize the layout and content of your PDF template completely.
For a polished look, use HTML and CSS to achieve specific formatting styles, such as font sizes, colors, and alignments.
Employ placeholders (
${placeholder}) to dynamically insert data from your Cheqroom system into the PDF. This can include information like item details, reservation dates, contact names, and custom field values.
⚠️ While Source mode offers extensive control, it can be more complex for inexperienced coding users.
In conclusion, Cheqroom's customizable PDF templates streamline equipment management by facilitating checklists, electronic signatures, and usage agreements. You can easily generate, manage, and tailor templates to meet specific needs, ensuring consistent communication and accountability. And advanced customization with HTML coding offers further control, optimizing workflows and enhancing efficiency!