How to Edit and Customize Inventory Captions | ARTERNAL Help Center
How to Edit and Customize Inventory Captions
Learn how to edit and customize inventory captions in ARTERNAL, with options for organization-wide or user-specific settings.
Written by Yujia Zheng
October 16, 2024
Inventory captions represent the work details displayed when generating PDFs or sending offers. You can customize your own captions or apply organization-wide captions. Follow these steps to edit inventory captions:
Editing Organization-Wide Captions
Step 1: Access Settings
- In the bottom-left corner, select your account name > Settings.
Step 2: Go to Caption Formatter
- On the settings page, navigate to Organizations > Inventory > Caption Formatter.
Step 3: View Available Caption Fields
- Under Inventory Caption Formatter, click View available caption fields to see all the available options.
Step 4: Customize Captions
- In the Caption Formatter text box, remove, add, or reorder captions as needed, then click Save Changes.
Editing User-Specific Captions
Step 1: Access Account-Specific Settings
- On the same settings page, scroll down to Account and select Inventory > Caption Formatter.
Step 2: Customize Personal Captions
- Check the box to apply and edit your personal captions.
- In the Caption Formatter text box, edit the captions as desired, then click Save Changes.
Note:
We recommend making changes to your account-specific captions when you need to customize captions for a specific PDF, COA, or offer. This ensures the changes won’t impact Smart Mails or other PDFs generated by colleagues or across the organization. To revert to the organization's captions later, uncheck the box.
Further Reading:
- To learn more about user-specific and organization-wide captions, check out this article.
- To learn more about custom inventory fields, check out this article.
Frequently Asked Questions (FAQ):
Q: How do I edit inventory captions for my organization in ARTERNAL?
A: Go to Settings > Organizations > Inventory > Caption Formatter, then add, remove, or reorder captions and click Save Changes.
Q: How do I set up user-specific captions for my account?
A: Go to Settings > Account > Inventory > Caption Formatter, check the box to apply personal captions, edit the captions as needed, and click Save Changes.
Q: What is the difference between organization-wide and user-specific captions?
A: Organization-wide captions affect all PDFs generated by the team, while user-specific captions apply only to your account and won’t affect other users’ PDFs or Smart Mails.