Difference between revisions of "Add a Document Template"
From AgileApps Support Wiki
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To add a Print Template to a {{typenolink|}}: | To add a Print Template to a {{typenolink|}}: | ||
#;Click '''Designer > Data > Objects > {object} > Print Templates''' | #;Click '''Designer > Data > Objects > {object} > Print Templates''' | ||
#Click the '''[New Template]''' button | #Click the '''[New Template]''' button | ||
#Specify information under the Template Information section | #Specify information under the Template Information section | ||
Revision as of 19:54, 19 July 2011
To add a Print Template to a Custom Object:
- Click Designer > Data > Objects > {object} > Print Templates
- Click the [New Template] button
- Specify information under the Template Information section
- Template Title
- The template name
- Description
- Text that describes the purpose or other information about the template
- Ready to Use
- The default setting for the template is Yes, and ready to use
- Type
- Choose from:
- HTML Template File
- This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file
- Page
- This is a page-based print template; Learn more: Pages
- Click [Save]