Edit Linked Document Templates

To develop the contents of a linked document template, held in the Resources window, you use the Linked Document Template Editor. This is based on the Document Editor, providing a wide range of convenient features for formatting and editing the template, and for adding links from and references to the content of the document. The editor facilities are provided from a menu displayed at the top of the editor.

Access    Project | Resources > Document Generation > Linked Document Templates ( > template group) > template name | Modify Template

Option Descriptions

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



Creating and importing documents


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

Inserting hyperlinks and bookmarks

Insert Reference Links


Checking spelling and use of terms


Checking Text

Tracking, accepting and rejecting changes to text


Track Changes

Protecting template text from accidental change


Protect Document Contents

Inserting images, OLE objects, frames and drawing objects

Insert Images, Objects and Frames


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

Learn more