Document View
Learn how to use Layer’s Document View to generate automated PDFs. Create Single Element reports or Summary Schedules, customize layouts, and save templates.
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Zach Soflin
Sep 24, 2024
Document View is Layer’s report generator to create automated PDF’s of your categories’ data.
When creating your Document View, choose a Single Element report or a Summary Schedule of all the elements in your category with Summary Document View.
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To create the layout for a Document View, you’ll click the Edit Document button to access several blocks that can be dragged onto the page. Don’t forget to click Publish when you are finished.
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Don’t forget to click Publish when you are done!
To save your changes to recreate future document views, save your view as a Document View Template.