Tips and Tricks

Additional Working Space

Monday, July 23, 2018

When working on large quotes or orders with multiple line items, do you feel like the page is getting crowded? Here are some ways you can create a larger working area on the document display.

First, enlarge the work space by selecting the Control Panel collapse button icon on the bottom of the Control Panel section.

Then, you can increase the work area by clicking on and collapsing the following top sections:

  • Billing and Shipping
  • Custom Fields
  • Company Logo

These settings are sticky and apply to all subsequent documents, but can be brought back by clicking on each section row again. Don't forget to try them on invoices and purchase orders too.

Additional Working Space