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Editing Print Templates

Click on Tools > Print Template Editor.

To create a new template, select ‘Create Template’ or ‘New Document’.

You will then be presented with a list of existing templates. Double-click or press ‘OK‘ to open the selected template.

The template will load, and you can edit it in the templates – what you see is what you get editor (WYSIWYG).

The toolbar at the top will allow you to customise templates to your exact needs. You can add in boxes, text, images and logos as required.

When you add a text box you will be presented with a text properties box. Here you can specify the font, size and colour of the text.

The text properties box is also the screen where you can add key tags that relate to addresses/fields within the program. Clicking on ‘Tag Lookup’ will give you a complete list of tags that you can add.

The available tags window will show the tags available for the type of template you are modifying.

Clik Service

Clik Service

Print Template Editor

Fixing Missing Footers On PDFs
Clik Service

Clik Service

Print Template Editor

Drawing Boxes On Print Templates

Print Template Editor

  • Editing Print Templates
  • Inserting Text Boxes Onto Print Templates
  • Adding Text to Print Templates
  • Inserting Images onto Print Templates
  • Adding Your Company Logo to Print Templates
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