--- title: "System Settings: Managing Document Content" description: "System Settings: Managing Document Content" --- [Skip to content](https://support.palletconnect.com/knowledge-base/system-settings-managing-document-content#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en) 3. [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features) # System Settings: Managing Document Content ````1. Pallet Connect allows the user to customize the headings, notes, and footer messages that appear on documents, to reflect personalized business language and preferences. These settings help ensure consistency, clarity, and professionalism across everything that is being sent to Customers, Vendors and Affiliates. 1. From the Main Menu \> Select Settings. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/13fb1b31-7c9a-483c-a216-917d4e9a3719/ascreenshot_0d42aea58c0549d4a6c7f75671f4f675_text_export.jpeg) `` 2\. 2. Click "System Settings" `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/4e59ff31-1320-4f55-b436-83f4104e0a39/ascreenshot_a04650ae2e5c4054aed6c23f4ed7b959_text_export.jpeg) `` 3\. 3. From System Settings \> Click "Documents". The following settings will show and can be customized. Custom Text can be added to these fields which allows freedom to add business appropriate language. - **Delivery Slip Notes Heading** Defines the heading label shown above the notes section on delivery slips. How to enter: Type your preferred heading text (e.g., “Delivery Notes” or “Special Instructions”). - **Delivery Slip Qty Shipped Heading** Controls the heading label for the quantity shipped column or section on delivery slips. How to enter: Enter custom text to replace the default quantity heading. - **Default Slip Note** Sets a default note that automatically appears on delivery slips unless overridden. How to enter: Enter the standard message you want pre-filled on delivery slips. - **Quote Footer Message** Displays a message at the bottom of quote documents. How to enter: Enter any footer text such as terms, disclaimers, or contact details. - **Order Footer Message** Appears in the footer of sales order documents. How to enter: Enter custom messaging relevant to order confirmations. - **Invoice Footer Message** Displays at the bottom of invoice documents. How to enter: Enter payment terms, reminders, or legal text. - **Vendor Request Footer Message** Appears on vendor request documents sent to vendors. How to enter: Enter instructions or notes for vendors. - **Vendor Rebate Footer Message** Displays at the bottom of vendor rebate documents. How to enter: Enter rebate-related notes or disclaimers. - **Purchase Order Footer Message** Appears in the footer of purchase orders. How to enter: Enter purchasing terms or internal notes. - **Purchase Footer Message** Displays on general purchase documents. How to enter: Enter any relevant purchase-related messaging. - **Affiliate Request Footer Message** Appears on affiliate request documents. How to enter: Enter instructions or notes for affiliate partners. - **Affiliate Purchase Footer Message** Displays on affiliate purchase documents. How to enter: Enter footer text specific to affiliate purchases. - **Vendor Rebate Heading Text** Defines the main heading text shown on vendor rebate documents. How to enter: Enter a custom heading title (e.g., “Vendor Rebate Summary”). - **Vendor Rebate Unit Price Heading** Controls the column or label heading for unit price on vendor rebate documents. How to enter: Enter your preferred unit price label. - **Vendor Rebate Total Price Heading** Controls the heading for total price values on vendor rebate documents. How to enter: Enter custom text for the total price heading. These settings control whether specific information is displayed on documents. - **Show HT Stamp On Load Sheet** Determines whether an HT (Heat Treated) stamp is shown on load sheets. How to enter: Toggle **On** to display the HT stamp, or **Off** to hide it. - **Show Expected Time On Documents** Controls whether expected time information appears on applicable documents. How to enter: Toggle **On** to show expected time, or **Off** to hide it. - **Show Services On Delivery Slips** Determines whether services are listed as line items on delivery slips. How to enter: Toggle **On** to display services, or **Off** to remove them. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/bbaea9df-afd2-4f73-a9ca-fa4f6a606970/ascreenshot_23eb13a0fd5a44dabe4130d0596dad67_text_export.jpeg) `` 4\. Remember to click "Save Settings" when changes are complete. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/11b4cfe1-c781-4bcb-ab54-2b7ea6aec248/stack_animation.webp) `` 5\. Please refer to the examples below to see how this will appear in standard documents. 1. Quote Footer Message shown on Customer Quote (PDF): `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/dff9fc61-04af-444b-9889-5fedbbdf8450/screenshot_cb66104ef5974178a132c4c0f0bce982_text_export.jpeg) `` 6\. 2. Default Slip Note shown on Customer Pickup Slip Note (PDF): `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/a104b7b3-f66a-4719-a408-964b227632a8/screenshot_db4498241db941ee9304c5bfa0e74956_text_export.jpeg) `` 7\. 3. Order Footer Message as shown on Customer Order Document (PDF): `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/408a5ed4-4e28-4b38-9ef4-32a5ba8be795/screenshot_3a5f756d926144e0a1145a740a9aa754_text_export.jpeg) `` 8\. 4. Vendor Rebate Footer Message shown on Vendor Rebate Document (PDF): `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/5573a04b-aa8e-48a5-b85f-3bf42abcfe15/screenshot_627251ed6870454ab9e1a2d799189a82_text_export.jpeg) `` 9\. 5. Purchase Order Footer shown on Purchase Order Document (PDF): `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/cf1f783f-0421-4a8c-be58-93c387ebd394/screenshot_3252de3eebe747c4a96246572458cfd8_text_export.jpeg) `` 10\. 6. Vendor Rebate Heading Text shown on Vendor Rebate (PDF): `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-27/e0dd6014-a8dd-4b10-a7b7-2d6a14a7cb6d/screenshot_1a4f3d3b3a0c47c4899b49c4ec805968_text_export.jpeg) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - 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