Quotes and invoices created from Synergist need a PDF watermark to carry your branding. You can amend this branding and certain aspects of document / email appearance in this form, any files you wish to attach to your layouts must be supplied to technical support (support@synergist.co.uk) who will upload them and make them available for selection in this interface.
If you have uploaded any additional PDF documents that you wish to be attached to Synergist emails, like a terms and conditions document for example, you can select it here from the additional document drop-down.
The PDF join file is a feature that adds pages to your invoice PDF by joining a second PDF to the invoice - similar to the additional document, only this additional content is included in the invoice PDF file.
The PDF watermark is what contains your branding. Once uploaded you can swap the old branding for new hnere.
You can also control the subject line and body text of emailed invoices by inserting placeholders - just highlight the placeholder text, including curly braces, and drag it to where you wish to use it.
The placeholder is replaced by the relevant data when the email is generated by Synergist.