Customizing the Grid Print Templates
On the Grid Printing subtab of the Grid Preferences page, you can select the standard grid print templates available in your account.
You can further customize the layout of the document by creating custom templates based on these standard grid print templates.
An administrator or developer with knowledge of FreeMarker and JSON codes can create these custom templates.
The following table shows the recommended steps to customize the grid print templates for selected transaction records.
Step |
Procedure |
---|---|
1. Download the standard grid print template from the File Cabinet. |
To download the standard grid print template:
|
2. Edit the template and save as a new custom grid print template. |
For information on the available printout fields and grid print template elements, read the following topics: |
3. Upload the custom grid print template to the File Cabinet. |
To upload the custom grid print template:
|
4. Select the custom grid print template on the Grid Preferences page. |
To select the custom grid print template:
For more information, see Setting Grid Printing Preferences. |