How to edit and customize your ePOD template

Customizing your ePOD (Electronic Proof of Delivery) template is a straightforward process that allows you to provide your customers with comprehensive information about their order delivery or pickup. Follow the steps below to personalize your PDF file effectively.

Step 1: Access the PDF Editor

To begin, navigate to Settings -> Notifications -> At Departure. Here, you will find the option to open the PDF editor. Click on it, and a new window will appear. If this is your first time editing the template, it will display the default layout.

Step 2: Adding Your Company Logo

A great way to enhance your brand visibility is by replacing the default Track-POD logo with your company’s logo. Simply delete the existing logo and use copy and paste to insert your own.

Step 3: Inserting Order Information

To enrich the ePOD with relevant order details, click on the Placeholders button. This will display a list of available tags, organized by category: Order, Route, Load Check, Goods Summary, Goods Table, and Custom Fields. You can copy and paste the appropriate placeholders into the template to ensure all necessary information is included.

Step 4: Resetting the Template

If you find that your edits haven’t turned out as expected, don’t worry! You can easily revert to the original template by clicking the Restore button. This will reset the layout to its default state, allowing you to start fresh.

Important Note on the Goods Table

It’s crucial to maintain the integrity of the Goods Table. Do not delete this section, as it contains vital information about the goods being delivered. Instead, insert any relevant placeholders within the table. If you need to streamline the table, you can remove unnecessary columns using the toolbar, but ensure the overall structure remains intact.

Step 5: Adding Goods Summary

To provide a comprehensive overview, you can add Goods Summary placeholders under the Goods Table. You can either create a separate table for this information or list it in a column format, depending on your preference.

Step 6: Advanced Customization

For those who are comfortable with HTML, you have the option to replace the default code with your custom code. This can further enhance your ePOD and strengthen your brand identity among customers.

Step 7: Preview and Save

Once you’ve made all your desired changes, click the Preview PDF button to see how your edits look. If you’re satisfied with the result, don’t forget to click Save to apply your changes.

Need Help?

If you encounter any difficulties while editing your template or have questions about the placeholders, our support team is here to help! Feel free to reach out to us at support@track-pod.com for assistance.

Happy customizing! Your personalized ePOD will surely leave a lasting impression on your customers.