Cin7 Document Templates Setup – How to Edit Merge Fields & Email Templates
If you need to customize invoices, purchase orders, or email templates inside Cin7 Core, this guide walks you through exactly how the document template system works.
In this video, we break down how to edit, version control, and safely update Cin7 document and email templates using Microsoft Word merge fields.
We cover:
• How to download and export document templates
• Why you should create new templates instead of overwriting originals
• Version control best practices
• How merge fields work inside Word
• Toggling field codes to edit backend references
• Using Cin7 help articles to find correct field codes
• Editing company address and supplier fields
• Working with hidden tables in templates
• Spacing and formatting iterations
• Adding branding and layout adjustments
• Creating and testing barcode fields
• Using ID Automation barcode fonts
• Testing templates before finalizing
Cin7 document templates are powerful but often misunderstood. If configured incorrectly, you can experience:
• Missing data fields on invoices
• Incorrect supplier or company details
• Formatting issues when printing
• Broken merge references
• Barcode errors on purchase orders
This walkthrough will help you confidently edit and test your templates without breaking your system.
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Fiskal helps product-based businesses configure Cin7 properly across accounting, inventory, purchasing, sales workflows, and document automation.
If you need help reviewing your Cin7 setup:
Book a systems audit here: https://fiskalfinance.com/book-a-call
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Search terms covered:
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Cin7 customization guide
00:00 Introduction to Cin7 Documents & Email Templates
00:24 How Templates Work & Version Control
00:44 Downloading & Creating New Templates
02:00 Editing Templates in Microsoft Word
02:24 Toggling Merge Field Codes
03:13 Using Cin7 Help Articles for Field References
04:19 Formatting, Tables & Layout Structure
05:13 Testing & Iterating Your Templates
05:58 Creating Barcodes in Templates
06:31 Using ID Automation Font for Barcodes