Paperwork Designer
Tools → Paperwork Designer (permission to edit reports required). This is the browser designer for invoices, statements, and other paperwork.
First pass — the screen is split into:
- A library of reports
- A canvas with page sections, rulers, and selected boxes/text/pictures
- Explorers for the document tree and merge fields
- A properties inspector
- Preview against a sample record
You can still do deep paperwork work in Easify Pro. This page will grow as the web designer is filled out.
[Desktop screenshot of the Easify Web Paperwork Designer. Light theme, wide layout. Left rail: list of report names (Invoice, Statement, etc.). Centre: a white page canvas with header/body/footer section bands, a few text boxes and a logo placeholder, selection handles on one box. Right: properties inspector for the selected box (font, size, position). Top toolbar with save, page setup, preview. Sample invoice layout, not a real customer invoice.]