Document Layout Templates

Attractive, professional layouts for handouts and other documents

Damian Funnell avatar
Written by Damian Funnell
Updated over a week ago

Document layout templates ('layouts') put you in control of the look and feel of your documents, including invoices, handouts, drug labels, certificates, etc. 

Think about layouts as being like different sizes of paper stock and letterhead in your printer.  You can re-use layouts between multiple document types (multiple handouts can use the same layout, for example) - just remember that changing a layout will change all documents that use that layout.

The layout defines:

  • The paper size and orientation of the document

  • Printing margins

  • Document header (appears once at the top of the document - does not apply to stickers)

  • Document footer (appears once at the end of the document - does not apply to stickers)

Layouts support template variables so you can insert any valid variable for the intended document type.  

Working with Layouts

Access layout templates by clicking Templates then choosing the Layouts tab.  From here you can view, edit, create or delete layouts.

Creating and Editing Layouts

Create layouts by clicking on the green '+' icon.  Edit them using the blue pencil.  The Layout editor provide the following configuration options:


Includes basic information about the template, including status (set to 'Suspended' if the layout is no longer in use) and the template category.

Page Properties

Defines page setup properties for the layout, including:

  • Sticker - select this if the template is for a sticker (e.g. drug label, product sticker, etc.)

  • Size - provides several default page sizes for documents or stickers.  Manually set the document width and height if required for non-standard paper sizes.

  • Page orientation

  • Page margins

  • Page numbers - defines whether or not Panacea will place a page number at the bottom of each page

Allows you to create a document header that will appear at the top of the first page of the layout.  The example below shows how template variables can be used with your layouts.

Allows you to create a document footer that will appear on the last page of the layout (immediately after the page content).

Example use (invoice templates)

For an example of how to use document layout templates, you can create a specific template for invoices that includes your payment information.

By default, invoices will just use your standard document template, so you'll have to edit your clinic settings first and create a 'Layout Template' for invoices, such as the image below:

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