# Templates

The PDF layout a document prints with and the email it travels in, chosen per document type, with one of each marked default.

Templates are what a customer actually receives. The PDF template is the document's layout; the email template is the covering message it arrives in. They are chosen per document type, so a packing slip and an invoice can look nothing alike.

Go to **Settings > Templates**. Two tabs: **PDF Templates** and **Email Templates**. Both open on two rows of choices above the gallery: a category, then a document type within it.

![The PDF Templates tab of Templates in Inventory Settings, headed PDF Templates above the line Customize the look and feel of your PDF documents. Select a document type below to manage its templates, with a blue Template button at the right. A row of category pills sits above a row of document types, and the gallery below shows template cards, one carrying a green Default badge, beside a dashed New Template card reading Choose from our gallery of layouts.](https://www.sorviai.com/help/inventory/settings/templates-pdf.png)

*Two rows of choices before the gallery: the category first, then the document type within it.*

## Choosing a document type first

Choose the category, then the document type within it, and the gallery below shows the templates that exist for it. Nothing here is workspace-wide in the sense of applying to everything: a change to the shipment gallery changes shipments and nothing else.

> **Note:**
>
> **The list of document types follows your enabled modules**
>
> A module switched off in Preferences takes its template category with it, which is why the gallery list can be shorter than the full set of documents the product can produce.

## What you can do with a template

- **Edit**: Opens the template in the editor, where its layout, colours and columns are set.
- **Preview**: Renders the template so you can read it before committing it to a customer.
- **Set as default**: Makes it the template new documents of that type use. The badge moves to it.
- **New Template**: Starts another one for the same document type, which is how a second brand or a customer-specific layout is handled.

The seeded template that ships with the product cannot be deleted. Yours can, once it is not the default.

> **Warning:**
>
> **Changing a template changes how existing documents reprint**
>
> The PDF is generated on demand rather than stored at the moment of sending, so reprinting last year's document uses today's template. That is usually what you want, and it is worth knowing before a rebrand.

> **Tip:**
>
> **The address is a separate decision from the message**
>
> Which address the email leaves from, and whether it is authenticated, is set on **Email Preferences**. A perfect template sent from an unauthenticated domain still goes out in rewrite mode.