Overview: This guide is designed to help you with Document Text & Headers in the Syrinx Configuration.

Topics included:

• Document Text
• Headers

Document Text
 

Document Text is essentially the text which will appear on your documents, i.e., hire contracts, purchase orders, invoices, breakdowns, site movements, etc. ‘Out of the box,’ Syrinx has generic document text in Syrinx Configuration. Each company will edit and adapt this text to best suit the business. If the business hires a variety of different equipment, you may want to adapt the document text to suit each category. If this is the option required, you can set up multiple templates.

Please note that the templates are only for the hire documents and the default will hold all other document text, i.e. invoices, purchase orders, breakdowns, etc.
 

Once the Multiple Templates box is ticked, the different templates can be created within Document Text.
 

Once the template has been added, it can then be edited to suit the product by selecting the template and then selecting Edit.
 

There are several tabs across the top which are suited to the Hire documents and each tab can be edited as needed.

The different Templates can then be set against a Fleet Category within Syrinx SP. By doing this, the relevant Document Text will apply to all the selected Categories.

A Document Text template can also be selected or changed at contract entry level. However, this field will only be visible in the contract entry screen if the Multi Template box is ticked in Configuration.

Headers
 

In Syrinx Configuration under Headers is where the letterheads of Syrinx documents are set up. This is where a logo or address can be updated.
 

The logo can be updated under the Graphic File tab.
 

It is important to note that the logo will need to be high resolution in .bmp .jpg or .png format. If browsing for the file location, the format will have to be .bmp. However, if using a .jpg or .png format the file path will have to be copied and pasted and not browsed.

The company address will sit in the Address tab. Ideally, a maximum of 6 lines are allocated for the address and company details.
 

To view the letterhead, once a logo or address has been updated, click on Apply Changes And Preview Header.

Businesses with more than one depot can change the letterhead to suit each individual depot by changing the logo and address.
 

To update Headers for different depots, in Syrinx Configuration, go to the General tab, click on Depots and Amend the depot to be updated.
 

The depot logo (if different) can be added by scrolling to the end of the tabs and clicking on the Graphic File tab.
 

The depot address can be added under the Doc Header Text tab.
 

Once the changes have been made, you can preview the letterhead by clicking on Apply Changes And Preview Header in the Graphic File tab under the depot.