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.
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.
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.
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.