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  2. Getting Started
  3. Step 6: Smart Filters & User Reports

Sample Smart Document Templates

Use these examples smart document templates as a starting point for utilizing smart documents in Infoplus

This page hosts a collection of sample Smart Document Templates that may be helpful for learning about Smart Document Templates, or to serve as starting points for adding to your own Infoplus site, then customizing for your exact needs.


Note that for each of these examples, the Source Code of the Smart Document Template is provided.  To add this code to a Smart Document Template on your Infoplus account, you'll need to click the Source Code button in the Code editor on the Smart Document table's Create/Edit screen, as shown here:

Example ASN Smart Documents


ASN Smart Documents can come in handy if your operation needs a physical document to initiate or review an inbound ASN. Note that paper documentation is not necessary to begin receiving within the Infoplus app, our mobile receiving app will allow our users to search for SKU's, PO's, Vendors, Custom Fields etc.  All fields but the SKU field are 'wildcard' searches meaning you can search for parts of value without having to have an exact match. 


The example below utilizes standard ASN fields coupled with a simple Smart Document script that gives the document access to more data, such as warehouse and vendor records. 



Source Code -You can copy and paste the code below into the source code editor (the <> option in the toolbar). Note you will need to update your logo and any other hard-coded values such as 'Infoplus Commerce' in the ship-to section. 


ASN Smart Document Script - This script can be copy and pasted and then referenced via the Smart Document script field.  Custom fields will need to be updated but the code should otherwise work for everyone.

ASN Setup



Script Setup


Example Invoice Worksheet Smart Documents





3PL Billing - Invoice Worksheet

Sample file:

Source Code: