Difference between revisions of "Add a Document Template"
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imported>Aeric m (Text replace - 'Setup > Customize > ' to 'Designer > Data & Presentation > ') |
imported>Aeric m (Text replace - 'Data & Presentation > Objects' to 'Data > Objects') |
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| Line 3: | Line 3: | ||
To add a Print Template: | To add a Print Template: | ||
#Choose one of the following options: | #Choose one of the following options: | ||
#;Add a Print Template to a {{typenolink|}}:Click '''Designer > Data | #;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 > Data & Presentation > Tasks''' | #;Add a Print Template to a Task:Click '''Designer > Data & Presentation > Tasks''' | ||
#Click the [New Template] button | #Click the [New Template] button | ||
Revision as of 00:04, 3 June 2011
Print templates can be added to Custom Objects or Tasks.
To add a Print Template:
- Choose one of the following options:
- 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 - Add a Print Template to a Task
- Click Designer > Data & Presentation > Tasks
- 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]
