Custom Documents
In this video, you’ll learn how to create, upload, and activate custom documents in Mintsoft, including dispatch notes, 3PL invoices, product labels, and location labels.
In just 14 minutes, you’ll learn how to:
- Access Custom Documents via Settings
- Upload custom dispatch note templates with merge fields
- Use order tags and merged picking tables to build dynamic layouts
- Enable merge‑table formatting & assign templates to specific channels/clients
- Preview dispatch notes and redownload templates for edits
- Upload custom 3PL invoices with invoice tags and charge breakdowns
- Create custom product labels using barcode merge fields
- Create location labels with barcode IDs
- Generate product labels via Products
- Generate location labels through Warehouse
With the custom documents module, Mintsoft lets you fully tailor your paperwork, labels, and client‑facing documents, giving you complete control over branding, layout, and operational clarity.