Recommended Sequence and Tips

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Recommended Design Sequence and Tips

There are no hard and fast rules for the order in which you must modify document templates, but you may find this recommended sequence and associated tips helpful in achieving the desired outcome in the most efficient manner.

1. Select a template to modify.

2. Click anywhere in the section in which you want to work to make it active. This step is unnecessary on tag and label templates as they have only a single section.

3. Remove the elements that you do not wish included on the printed document.

- This helps create space for adding other fields or moving fields around

- Use the Z oom In/Out controls from the toolbar to make selecting and working with individual elements easier

- If additional space is needed while working in a section, drag the bottom section border downward

4. Add data fields and other new elements as needed, positioning them in their approximate location by dragging-and-dropping.

5. Resize elements and make any necessary changes to element properties.

- Select P review from the toolbar to see how your changes will look as you progress. The previewer allows you to view, save, or print your template.

- We recommend saving your work if you are satisfied with the preview (select S ave As if you want to give your modified template a different name, thus preserving the original template).

- Make a mistake? Select U ndo from the toolbar. You can undo the last several actions taken since your last save. Each save clears the Undo memory.

6. Use the alignment tools to precisely place elements in their final position, working from the top of a section downward.

- Select multiple elements by holding down <Ctrl> or <Shift> and clicking each, or by dragging the mouse pointer to encompass all elements to be selected

- Use your keyboard arrow keys to move an element in small increments, or <Ctrl + arrow keys> to move at 10X the increment

6. Remove any extra white space at the bottom of the section by dragging the bottom border upward.

7. Do a final preview, test print, and then save your template.

8. If you created a new template, answer Yes when asked if you want the new template to be the default for that document type. You can also change templates at anytime in your print option preferences.

- Use the import-export feature to share the new template with other stores or to move the template to another company data file.

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