Manufacturers often need customer-specific printouts, labels, or packing documents that differ from the default formats. If those documents are not controlled, teams end up saving local copies, emailing PDFs around, and losing track of which version should be used on the next shipment.

Cetec ERP supports uploading custom document templates so your environment can generate the correct output consistently. This feature is intended for knowledgeable users, and the Custom Documents page includes a warning for a reason: do not use it unless you are familiar with HTML, JavaScript, CSS, and Template Toolkit.

Prerequisites Before You Upload

You will need a user account with the Admin Role. You will also need the template file you plan to upload, typically a .tt.txt file that replaces the default document for a specific object.

Navigate to the Custom Documents List

In your Cetec ERP environment, go to the Admin module. Open the Config Settings dropdown, then select Custom Documents List. This takes you to the list of document records available for override.

On the Custom Documents List page, find the item you want to change. The Name column entries are links. Click the document record that matches the output you want to replace.

Upload the .tt.txt Template File

Inside the document record, use Upload New to replace the default template. Choose your .tt.txt file using Choose Files, then click Update to apply it to your environment.

How to Decide Whether to Use This Feature

Use custom templates when you have a defined business requirement for a document format and you can maintain the template safely over time. If your team is not comfortable supporting HTML, JavaScript, CSS, and Template Toolkit, treat this as a controlled change and keep it limited to qualified administrators.

Key Takeaways

• Only Admin Role users should upload custom document templates.
• Navigate to Admin, Config Settings, then Custom Documents List to find the document record.
• Upload a .tt.txt template using Upload New, then click Update to replace the default document.
• Do not use this feature unless you can safely maintain the template code (HTML, JavaScript, CSS, and Template Toolkit).

Conclusion

Custom document uploads are a straightforward way to replace a default output with a controlled template in Cetec ERP. When the right administrators manage the templates, your team gets consistent printouts without relying on local files or manual formatting.