Template editing

Use the to edit the selected template, to upload its contents from a saved file and to save its contents to an external file in the Templates list.

The template editor opens when the editing is started. Documents are generated and saved in HTML format. There are 2 type of editors depending on the template contents: a) a simple text editor is used when the template contains scripts that you have inserted b) a WYSIWYG is started for HTML contents without scripts and for blank templates.

Use the Preview button to see your template with data filled in. You can define the parameters of the template in the window that opens. These parameters can be different for the different template types.

Use the button to save the changes you have made.

Use the button to add system defined fields to the template. The content of the fields will be filled in when the document is previewed or printed. The available set of fields is different for each template type. Fields are represented by in the text can be edited as if they where a character: they can be copied or deleted the same way. If you want to change a field in the text you can double-click it and overwrite its name and then the contents for that field will be loaded while printing.

Use the toolbar button to insert a field custom field to the text. You can name the field. If it gets a name that is known by the system then its contents will be filled in when printed.

If there is a field whose contents is not known by the system at printing then a Parameters window is displayed where you can define its value. You can use this mechanism to add your custom fields to templates and fill in their contents manually when the document is printed.

Documents saved in other editors might contain formatting that is not compatible with the editor so the best is to start the template with the system's editor from scratch. Also pasted formatted text from editors might not have the expected result. Font sizes might be different then in other editors.

Use tables to format and arrange the contents

It is best to define sizes in % and not in pixels, then the template works with different page sizes and orientations.

After inserting new text in the editor make sure to apply formatting to it as well.

HTML does not support fix headers and footers for multi-page documents. If headers and footers are needed (other than what can be set at printing in the browser) then each page has to be designed individually using a page-break as separator between the pages. Note that the margin settings of the browser also influence the available space on the pages. Should contents move to another page then it is also a solution to provide a smaller scaling factor while printing.

It is a good practice to use the button frequently.