{"id":433299,"date":"2023-11-28T18:09:12","date_gmt":"2023-11-28T17:09:12","guid":{"rendered":"https:\/\/www.kafinea.com\/?post_type=docs&#038;p=433299"},"modified":"2026-04-23T01:48:57","modified_gmt":"2026-04-22T23:48:57","password":"","slug":"les-modeles-de-documents","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/fr\/documentation\/modeles\/les-modeles-de-documents\/","title":{"rendered":"Les mod\u00e8les de documents"},"content":{"rendered":"<blockquote class=\"bq-exemple\">\n<p>\ud83d\udccd <strong>O\u00f9 trouver ce module ?<\/strong><br \/><em>Menu principal &gt; Outils<\/em><\/p>\n<\/blockquote>\n<hr \/>\n<h2>Introduction<\/h2>\n<p>Les <strong>mod\u00e8les de documents<\/strong> permettent de g\u00e9n\u00e9rer des documents PDF personnalis\u00e9s \u00e0 partir des donn\u00e9es de Kafinea : factures, devis, bons de commande, bons de livraison, etc. Chaque mod\u00e8le d\u00e9finit la mise en page, le contenu et les donn\u00e9es dynamiques \u00e0 inclure. La gestion des mod\u00e8les est accessible via <em><strong>Outils &gt; Mod\u00e8les de documents<\/strong><\/em>.<\/p>\n<hr \/>\n<h2>1. Cr\u00e9er un mod\u00e8le de document<\/h2>\n<p>Un mod\u00e8le de document est compos\u00e9 de :<\/p>\n<ul>\n<li><strong>Nom<\/strong> : le nom du mod\u00e8le<\/li>\n<li><strong>Module<\/strong> : le module pour lequel le mod\u00e8le est utilisable (Factures, Devis, Commandes\u2026)<\/li>\n<li><strong>Contenu<\/strong> : le corps du document avec la mise en page et les shortcodes pour ins\u00e9rer les donn\u00e9es dynamiques<\/li>\n<\/ul>\n<p>Les shortcodes (variables) permettent d&rsquo;ins\u00e9rer automatiquement les donn\u00e9es de l&rsquo;enregistrement dans le document : nom du client, montant, date, lignes de d\u00e9tail, etc. Pour la liste compl\u00e8te des shortcodes disponibles, consultez la page <a href=\"https:\/\/www.kafinea.com\/documentation\/modeles\/les-shortcodes\/\">Les shortcodes<\/a>.<\/p>\n<hr \/>\n<h2>2. G\u00e9n\u00e9rer un document<\/h2>\n<p>Depuis la fiche d&rsquo;un enregistrement (facture, devis\u2026), utilisez le bouton <em><strong>Export PDF<\/strong><\/em> pour g\u00e9n\u00e9rer le document \u00e0 partir du mod\u00e8le configur\u00e9. Le PDF g\u00e9n\u00e9r\u00e9 peut ensuite \u00eatre :<\/p>\n<ul>\n<li>T\u00e9l\u00e9charg\u00e9<\/li>\n<li>Envoy\u00e9 par email directement depuis Kafinea<\/li>\n<li>Envoy\u00e9 \u00e0 la signature \u00e9lectronique<\/li>\n<\/ul>\n<hr \/>\n<h2>3. Personnalisation<\/h2>\n<p>Les mod\u00e8les peuvent \u00eatre personnalis\u00e9s pour refl\u00e9ter l&rsquo;identit\u00e9 visuelle de votre entreprise :<\/p>\n<ul>\n<li>Logo et en-t\u00eate de la soci\u00e9t\u00e9<\/li>\n<li>Pied de page avec les mentions l\u00e9gales<\/li>\n<li>Mise en page des tableaux de lignes de d\u00e9tail<\/li>\n<li>Conditions g\u00e9n\u00e9rales de vente<\/li>\n<\/ul>\n<blockquote>\n<p><strong>Bon \u00e0 savoir<\/strong> : Vous pouvez cr\u00e9er plusieurs mod\u00e8les pour un m\u00eame module. Par exemple, un mod\u00e8le de devis standard et un mod\u00e8le de devis d\u00e9taill\u00e9.<\/p>\n<\/blockquote>\n<hr \/>\n<h2>4. Questions fr\u00e9quentes<\/h2>\n<p><strong>Comment ajouter le logo de mon entreprise ?<\/strong><br \/>\nLe logo est r\u00e9cup\u00e9r\u00e9 automatiquement depuis la fiche de la soci\u00e9t\u00e9 active. Assurez-vous qu&rsquo;un logo est bien configur\u00e9 dans <em><strong>Param\u00e9trage &gt; Soci\u00e9t\u00e9s<\/strong><\/em>.<\/p>\n<p><strong>Puis-je avoir des mod\u00e8les diff\u00e9rents par soci\u00e9t\u00e9 ?<\/strong><br \/>\nOui, les mod\u00e8les peuvent \u00eatre configur\u00e9s par soci\u00e9t\u00e9 en mode multi-soci\u00e9t\u00e9s.<\/p>\n<p><strong>Comment modifier la mise en page d&rsquo;un mod\u00e8le existant ?<\/strong><br \/>\n\u00c9ditez le mod\u00e8le depuis <em><strong>Outils &gt; Mod\u00e8les de documents<\/strong><\/em>. Les modifications s&rsquo;appliqueront \u00e0 tous les futurs documents g\u00e9n\u00e9r\u00e9s avec ce mod\u00e8le.<\/p>\n<hr \/>\n<h2>R\u00e9f\u00e9rences associ\u00e9es \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/modeles\/les-modeles-d-emails\/\">Les mod\u00e8les d&#8217;emails<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/modeles\/les-shortcodes\/\">Les shortcodes<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/gestion-documentaire\/la-gestion-electronique-des-documents\/\">La gestion \u00e9lectronique des documents<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udccd O\u00f9 trouver ce module ?Menu principal &gt; Outils Introduction Les mod\u00e8les de documents permettent de g\u00e9n\u00e9rer des documents PDF personnalis\u00e9s \u00e0 partir des donn\u00e9es de Kafinea : factures, devis, bons de commande, bons de livraison, etc. Chaque mod\u00e8le d\u00e9finit la mise en page, le contenu et les donn\u00e9es dynamiques \u00e0 inclure. La gestion des&#8230;<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[206],"doc_tag":[],"class_list":["post-433299","docs","type-docs","status-publish","hentry","doc_category-modeles"],"year_month":"2026-06","word_count":405,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kenny Legros","author_nicename":"kenny-legros","author_url":"https:\/\/www.kafinea.com\/fr\/author\/kenny-legros\/"},"doc_category_info":[{"term_name":"Mod\u00e8les","term_url":"https:\/\/www.kafinea.com\/fr\/documentation\/modeles\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Documentation - Les mod\u00e8les de documents &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/fr\/documentation\/modeles\/les-modeles-de-documents\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation - Les mod\u00e8les de documents &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"\ud83d\udccd O\u00f9 trouver ce module ?Menu principal &gt; Outils Introduction Les mod\u00e8les de documents permettent de g\u00e9n\u00e9rer des documents PDF personnalis\u00e9s \u00e0 partir des donn\u00e9es de Kafinea : factures, devis, bons de commande, bons de livraison, etc. Chaque mod\u00e8le d\u00e9finit la mise en page, le contenu et les donn\u00e9es dynamiques \u00e0 inclure. 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