# Set up every document you send from one page

Version 1.59.4, released 2026-11-07. Source: https://vektortms.com/releases/document-templates-in-one-place

> Invoices, bills of lading, dispatch sheets, carrier pay sheets, statements and pay plans now have their own templates, next to rate confirmations and settlements, with a live preview while you edit.

![Set up every document you send from one page](https://storage.googleapis.com/vektor-public-storage/changelog/724b1977-c1dd-4ace-ace7-7ccaa612215c.webp)

## New templates

Until now, templates covered settlements, rate confirmations and watermarks. Now you can also create templates for:

- Invoices
- Bills of lading
- Dispatch sheets
- Carrier pay sheets
- Recurring transaction statements
- Pay plans

## A refreshed page

We also refreshed **Settings › Document Templates**. Every document type sits in one menu on the left, with the number of templates next to it and a **New** label on the newest types.

## Set up a template

1. Open **Settings › Document Templates**.
2. Click **New template** and choose the document type.
3. Name the template, choose a design and turn on what the document should show.
4. Click **Create template**.

![An invoice template on a full page, with the live preview on the right.](https://storage.googleapis.com/vektor-public-storage/changelog/933bdde4-2b28-4761-a6fd-0b9059a9e5f0.webp "An invoice template on a full page, with the live preview on the right.")

The template opens on a full page: your settings on the left, the PDF preview on the right. The preview updates a moment after each change. **Open** shows the PDF in a new tab, and **Download** saves it.

## Rate confirmations and settlements

![A carrier rate confirmation template, with its settings grouped in tabs.](https://storage.googleapis.com/vektor-public-storage/changelog/871c0e63-105f-4d55-8a1a-5fde4987f95e.webp "A carrier rate confirmation template, with its settings grouped in tabs.")

Carrier rate confirmations keep their templates, terms, email and copies on one page. Driver, vendor and company settlement templates open in the same editor, with a preview of the design you choose.

## Who changed a template

Each template card shows who created the template and who changed it last.