Re-Enable & Copy a Standard Printout

Exciting News! Updates have been made to the UI since this document was created. Although the functionality in this article hasn’t changed, the look and feel has, and some elements may have moved

Click here to have a look at an intro video with the new UI.

Your fp. system will include the ability to print anything from company information to invoices, using our standard, built-in printout layouts. However, you do have the ability to control much of what these printouts show, as well as the ability to brand these printouts with your own corporate look.

You have the option to create your own versions of each printout. When you do so, the standard version will be disabled. Please review this article to learn how to re-enable that standard version of any printout, by copying it.

And be encouraged to review other articles in this chapter for steps on creating your own versions of the standard printouts, and adding your own branding to those printouts: Printouts in fp.

Accessing the Printouts Area

Accessing the Printouts Area

From the ADMIN menu, choose System Set Up >  Printing Preferences.

You will land on the Standard Printouts tab.

1) Here is the logo that will show on your standard printouts by default. You can choose to edit or delete/ change the logo on file.

2) Here you will see a list of all the printouts that exist in the system. You will see a "Y" when this is the printout being used, and an "N" when a custom printout exists.

3) Click to Preview or Copy any of the Standard Printouts.

Copy the Printout of Your Choosing

Above we can see the standard version of the Brief (Printout) is no longer enabled. There is an "N" under the Enabled column. To re-enable, click the Copy button for the Brief (Printout) row.

The system will ask you to confirm you want to make this copy. Click Create.

The system will auto-name this copy of the standard version to include the word COPY. Change the printout name as you wish.

All the selections within the printout blocks will be those of the original, standard, base printout. Assuming you do want a true copy of the standard printout, you can simply click Approve & Publish.

Use & Manage the Printout

This copy will now show under the My Printouts tab.

And will be available for use when you try to print a corresponding item from your fp. system.

Navigate back to the My Printouts tab at any time, to un-check the Enabled box for this (or any other) printout, or choose to make edits, or delete.

Be advised that you can have up to 3 custom printouts enabled for each printout type, per Office, and 3 brand templates enabled per Office.

For an additional $49 per month, fp.PrintPlus will increase your limit to 8 enabled custom printouts per printout type, and up to 12 enabled custom brand templates. To upgrade to fp.PrintPlus please reach out via email:


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