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Branding - MergeField for name of the branding theme

Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.

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Andrew Syme shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your feedback, Andrew and apologies it's taken a little to round back to you here. I see what you're saying and how a merge field would enable an optional for those that do v's don't want this shown 🙂

Being open we don't have any plans atm, so perhaps static text could help with things for now, however we'll get a feel of the interest here and let you know if there's any change planned.

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  • Andrew Syme commented  ·   ·  Report

    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.

  • Andrew Syme commented  ·   ·  Report

    Have clients with five different (but similar) templates. Difficult to identify which template is being used to create the Invoice / Quote / Purchase order.