Difference between revisions of "Add a Document Template"

Revision as of 19:53, 19 July 2011

To add a Print Template to a Custom Object:

Click Designer > Data > Objects > {object} > Print Templates,
where {object} is the one you want to customize with a print template
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]

@@ Line 1: / Line 1: @@
-To add a Print Template:
+To add a Print Template to a {{typenolink|}}:
-#Choose one of the following options:
+#;Click '''Designer > Data > Objects > {object} > Print Templates''',<br/> where {object} is the one you want to customize with a print template
-#;Add a Print Template to a {{typenolink|}}:Click '''Designer > Data > Objects > {object} > Print Templates''',<br/> where {object} is the one you want to customize with a print template
-#;Add a Print Template to a Task:Click '''Designer > Global Resources > System Objects > Tasks > {task}'''
 #Click the '''[New Template]''' button
 #Specify information under the Template Information section