Custom Template Design Options

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

Access     Settings | Document Template Designer: <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.



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 (in RTF 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 RTF 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