Custom Template Design Options

The Document Template Designer, through the 'Document-Edit' ribbon, provides a wide range of options for defining the format and styles of the document reports generated from your custom templates. In addition to these functions, you can also access options from the toolbar at the top of the 'Content' panel, and from an in-text context menu.

Access

When you open a template in the Document Template Designer, the Document - Edit ribbon also opens automatically.

Ribbon

Publish > Tools > Document Templates

Other

Resources window | Document Generation | System Templates | <template group> : right-click on a template | Copy

Resources window | Document Generation | User Templates | <template group> : right-click on a template | Open

Option Descriptions

The ribbon option descriptions are grouped according to the actions you are performing.

Actions	See also
Creating and importing templates	File Control
Configuring the editor page display and formatting tools shown	Editor Tool Display Options
Incorporating stylesheets, special texts and Tables of Contents Managing the base styles in the Normal.rtf style template file	Styles, Special Texts & Table of Contents The Normal.rtf Style Template
Moving through, searching and selecting text	Scroll, Search and Select Text
Formatting characters and text strings	Format Text
Formatting paragraphs and text blocks	Format Paragraphs
Inserting tab points	Set Tabs
Inserting sections, columns and page breaks, and repaginating	Define Document Sections
Inserting and editing page headers and footers, and footnotes and endnotes	Insert Headers, Footers, Footnotes and Endnotes
Inserting tables	Create Tables
Setting up User-Defined Section Numbering	Apply User-Defined Section Numbering
Inserting hyperlinks	Insert Reference Links
Inserting images, OLE objects, frames and drawing objects	Insert Images, Objects and Frames
Checking the spelling of text, and word use	Checking Text
Tracking changes and incorporating or rejecting them	Track Changes
Protecting document and template text from accidental change	Protect Document Contents
Printer setup and printing documents	Print Report Documents

Notes

Throughout your template editing:

To undo one or more immediately previous edits, press Ctrl+Z, or select the 'Undo' context menu option; you can still undo a change even after you have saved the change
To redo one or more immediately previous undone edits, press Ctrl+Y, or select the 'Redo' context menu option

Learn more