Custom Template Design Options

The Document Template Designer, through the common document Editor, provides a wide range of options for defining the format and styles of the document reports generated from your custom templates. You access the 'Document Editor' options through a context menu and, for some of the functions, through the toolbars at the top of the 'Content' panel.

Access Project | Documentation | Document Templates: <template>

When you have opened the template in the Designer, you display the context menu by right-clicking in the 'Content' panel.

Option Descriptions

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


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

The Normal.rtf Style Template Styles, Special Texts & Table of Contents

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 (in document report templates)

Apply User-Defined Section Numbering

Inserting hyperlinks and bookmarks

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


Throughout your template editing:

  • To undo one or more immediately previous edits, press Ctrl+Z, or select the 'Edit | Undo' 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 'Edit | Redo' menu option