Branding - Merge Field for the DOCX template Name
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
Hi Andrew, coming back across your idea here I wanted to double check your idea - Are you saying that you'd like to be able to show the name of the template that you're using on the invoice itself? If so, though not a merge field you could insert static text on the docx template so this is shown on the invoice.
Or perhaps are you wanting better visibility of the template that you're using when sending an invoice. Want to make sure I'm passing this on correctly.
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Andrew Syme commented
Hi Kelly, Looking at the original issue, Difficult to recall the issue s of 12 months ago !, The issue should read "MergeField for the DOCX Branding Theme", as its possible for multiple themes to be using the same DOCX Template. When Similar but different and often complex DOCX templates are used, having the name of the branding theme in the footer of the PDF document would greatly assist with debgugging and identifying the correct docx template.
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Andrew Syme commented
Have clients with five different (but similar) templates. Difficult to identify which template is being used to create the Invoice / Quote / Purchase order.