Layout Settings

Learn how to use use the layout settings in a custom layout in AroFlo Office

Updated on January 12th, 2026

When editing a custom layout, click Settings to access a range of settings that control the general behaviour of the layout. These settings are explained in the table below.

Setting Description
Layout Type Used to create RTF layouts.
Page Orientation Select the page orientation (Portrait or Landscape).
Snap to Grid / Grid Spacing

When moving elements, AroFlo aligns them to an invisible grid. The pixels in the Grid Spacing field determines the size of the grid.

Turn this off temporarily to move elements around freely.

 
Snap Element

Aligns elements to the closest element.

This is overridden by Snap to Grid so turn this off if you want to use Snap Element.

When aligning, drag the element very slowly against another element to align.

 
Move Elements Gives you the ability to move elements around.
Resize Elements

Gives you the ability to resize elements.

Turn this off temporarily to move small elements around.

 
PDF Name

Create a customised filename for the layout. As well as typing your own information, you can also choose layout fields, e.g. address of job, invoice number, date of invoice (in the case of an invoice layout).

  • This is useful if you plan on sending the same invoice layout to multiple clients as the filename will be different for each client.
  • Type in the box to enter your own text and/or use an open square bracket [ to search field names and autocomplete.
 

Show this

 
 

If you don't create a customised filename, the filename will have a default, e.g. Invoice [Invoice No.] for an Invoice layout, Quote [Ref No.] for a Quote layout, and Jobsheet [Ref No.] for a Jobsheet layout.

 
Import Options

Import Existing Layout:

Each area of AroFlo (e.g. tasks, quotes, invoices) has specific layout types saved. If you want to use one of your quote layouts on an invoice, for example, click Import Existing Layout and search for the layout you need in the Search Custom Layouts window.

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Import External Layout:

You can import an external custom layout that's been sent to you by another AroFlo client, or by AroFlo Customer Service. See Share a Custom Layout for details.

Export Options

Export Layout:

Exports a layout. See Share a Custom Layout.

Export Data Fields:

Export the layout's fields for the purpose of creating an RTF layout.

Clear Layout Erases all elements from the layout so you can start again.
Current Layout Name Rename your layout from here. Remember to Save.
Delete Layout Deletes your layout.
Setting Description
Layout Type Used to create RTF layouts.
Page Orientation Select the page orientation (Portrait or Landscape).
Snap to Grid / Grid Spacing

When moving elements, AroFlo aligns them to an invisible grid. The pixels in the Grid Spacing field determines the size of the grid.

Turn this off temporarily to move elements around freely.

 
Snap Element

Aligns elements to the closest element.

This is overridden by Snap to Grid so turn this off if you want to use Snap Element.

When aligning, drag the element very slowly against another element to align.

 
Move Elements Gives you the ability to move elements around.
Resize Elements

Gives you the ability to resize elements.

Turn this off temporarily to move small elements around.

 
PDF Name

Create a customised filename for the layout. As well as typing your own information, you can also choose layout fields, e.g. address of job, invoice number, date of invoice (in the case of an invoice layout).

  • This is useful if you plan on sending the same invoice layout to multiple clients as the filename will be different for each client.
  • Type in the box to enter your own text and/or use an open square bracket [ to search field names and autocomplete.
 

Show this

 
 

If you don't create a customised filename, the filename will have a default, e.g. Invoice [Invoice No.] for an Invoice layout, Quote [Ref No.] for a Quote layout, and Jobsheet [Ref No.] for a Jobsheet layout.

 
Import Options

Import Existing Layout:

Each area of AroFlo (e.g. tasks, quotes, invoices) has specific layout types saved. If you want to use one of your quote layouts on an invoice, for example, click Import Existing Layout and search for the layout you need in the Search Custom Layouts window.

Show this

 
 

Import External Layout:

You can import an external custom layout that's been sent to you by another AroFlo client, or by AroFlo Customer Service. See Share a Custom Layout for details.

Export Options

Export Layout:

Exports a layout. See Share a Custom Layout.

Export Fields:

Export the layout's fields for the purpose of creating an RTF layout.

Clear Layout Erases all elements from the layout so you can start again.
Current Layout Name Rename your layout from here. Remember to Save.
Delete Layout Deletes your layout.