Manage PDFs

Admin Dashboard > Configuration > Rental Settings > Manage PDFs

Knowledge Base Article: Configuring Manage PDFs Settings

Purpose of Manage PDFs Settings

The Manage PDFs feature in the Any.Rentals platform allows administrators to customize and preview PDF templates for rental and service orders. This feature provides the flexibility to include essential contract details, define sub-sections for rental agreements, and preview finalized documents before sending them to customers. This ensures a professional and tailored customer experience while meeting operational and legal requirements.

This feature can be accessed via Admin Dashboard > Configuration > Rental Settings > Manage PDFs.

Settings and Options Overview

1. Rental Contract Editable Text

This section allows administrators to define the editable text content for rental contracts.

• Content:
  • Purpose: Specifies the main body text for the rental contract.
  • Usage: Enter the terms and conditions, policies, or any other necessary text that should appear in the rental contract PDF.
  • Effect: The content entered here is dynamically included in the rental contract PDF.
  • When to Use: Use this field to ensure all relevant legal and operational details are clearly communicated to the customer.

2. Rental Contract Sub-Section

This section provides options to enable and customize additional sub-sections within the rental contract, ensuring greater flexibility in presenting information.

• Enable:

  • Purpose: Activates the rental contract sub-section.
  • Effect: Displays the configured sub-section in the rental contract PDF.
  • When to Use: Enable this if you want to include detailed sub-sections for additional terms, specifications, or instructions.

• Heading:

  • Purpose: Defines the title of the sub-section.
  • Usage: Enter a concise and descriptive heading for the sub-section.
  • Effect: The heading appears prominently at the start of the sub-section.

• Field 1 to Field 8:

  • Purpose: Provides space for additional content or fields within the sub-section.
  • Usage: Use these fields to include specific details such as equipment information, usage guidelines, or disclaimers.
  • Effect: These fields populate the content of the sub-section in the rental contract PDF.
  • When to Use: Use these fields to present structured information that supports the main contract terms.

3. Templates Preview

This section allows administrators to preview finalized PDF templates for rental and service orders, ensuring accuracy before sharing with customers.

• Rental Order Preview:

  • Purpose: Provides a visual preview of the rental order PDF template.
  • Usage: Click to view how the rental order PDF will appear to the customer.
  • When to Use: Use this to verify the layout, content, and formatting of rental orders before finalizing.

• Service Order Preview:

  • Purpose: Displays a preview of the service order PDF template.
  • Usage: Click to view the finalized service order PDF.
  • When to Use: Use this to check for accuracy and completeness of service orders.

• Rental Order #:

  • Purpose: Specifies the rental order number for preview purposes.
  • Usage: Enter a specific rental order number to generate its preview.
  • Effect: Dynamically fetches and displays the rental order with the entered number.

• Service Order #:

  • Purpose: Specifies the service order number for preview purposes.
  • Usage: Enter a specific service order number to generate its preview.
  • Effect: Dynamically fetches and displays the service order with the entered number.