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Setting up a Template

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Written by AVA
Updated over 3 years ago

Using Template Variables

  1. Select which Item you want by clicking on the "Sample Item" dropdown menu.

  2. App item Fields (variables) are displayed on the left side of the page in the "Edit Template" tab.

  3. Find the variable you want to use. Click on it to add it to the template.

Note: This variable pulls the data from the App Item that you have selected.

Text Editor

  1. Use the tools in this text editor to create your template, along with variables.

  2. Image imports, hyperlinks, breakpoints, calendar, and tables are just some of the available tools which you can use.

Preview Tab

  1. The overview tab shows what your template will roughly look like, pulling info into the variables from the currently selected App Item.

NOTE: You MUST have an item selected in the "Item Selection" dropdown in order to preview an item for print.

Header & Footer Tab

This is similar to the "Document Builder" tab, but the Header & Footer show up at the top & bottom of the document.

  1. Header Section

  2. Footer Section

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