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Custom Template Design Options

The Document Template Designer, through the 'Document-Edit' ribbon, provides a wide range of options for defining the format and styles of the document reports generated from your custom templates. In addition to these functions, you can also access options from the toolbar at the top of the 'Content' panel, and from an in-text context menu.


When you open a template in the Document Template Designer, the Document - Edit ribbon also opens automatically.


Publish > Model Reports > Templates


'Resources' tab of the Browser window | Document Publishing | System Templates | <template group> : right-click on a template | Copy

'Resources' tab of the Browser window | Document Publishing | Custom Templates | <template group> : right-click on a template | Open

Option Descriptions

The ribbon 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 Display Options

Incorporating stylesheets, special texts and Tables of Contents

Managing the base styles in the Normal.rtf style template file

Styles, Special Text and 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

Apply User-Defined Section Numbering

Inserting hyperlinks

Insert Hyperlinks

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 set up and printing documents

File Control


Throughout your template editing:

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

Learn more