Advanced Templates

Use the Advanced PDF/HTML Templates feature to customize printed and emailed forms, records, and saved searches. Standard templates are provided for each supported print type but can customized with a custom template. You can use the Template Editor to customize the existing standard templates.

Sample Custom Transaction Form template settings.

For more information about standard templates, see Advanced PDF/HTML Templates.

You can use the Template Editor to build a custom print template using the WYSIWYG mode, or by editing the source code directly. In WYSIWYG mode, click the New Element toolbar to add HTML-based elements such as fields, images and tables, or printing elements.

For more information about using the template editor, see WYSIWYG Editing in the Template Editor.

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