Creating a Print template with a Wizard

A Print template may consist of various parts, such as a covering letter and a policy. Start with one of the Template Wizards for the first part; other parts can be added later.

To create a Print template with a Template Wizard:

1. • In the Welcome screen that appears after startup, choose Browse Template Wizards.
     Scroll down until you see the Print Template Wizards. Select one of the Wizards.

   • Alternatively, on the File menu, click New, expand the Template folder, and then expand the Basic Print templates folder. Select a template and click Next.

   See Print Template Wizards for information about the various types of Template Wizards.

2. Make adjustments to the initial settings (the options for each type of template are listed below). Click Next to go to the next settings page if there is one.
3. Click Finish to create the template.

See Print context and Print sections for more information about Print templates.

Print Template Wizards

There are two Print Template Wizards: one for a formal letter and one for a postcard.

Postcard

The Postcard Wizard lets you choose a page size and two background images, one for the front and one for the back of the postcard.

When you click Finish, the Wizard creates:

• A Print context with one section in it, that has duplex printing (printing on both sides) enabled. See Printing on both sides.
• Two Master Pages that each contain a background image. The first Master Page is applied to the front of every page in the Print section. The second Master Page is applied to the back of every page in the Print section. See Master Pages.
• Scripts and selectors for variable data. The Scripts pane shows, for example, a script called "first_name". This script replaces the text "@first_name@" on the front of the postcard by the value of a field called "first_name" when you open a data set that has a field with that name. See Variable Data.
• A script called Dynamic Front Image Sample. This script shows how to toggle the image on the front page dynamically. See also Write your own scripts.

The Wizard opens the Print section, so that you can fill it with text and other elements; see Content elements. It already has two Positoned Boxes on it: one on the front, for text, and one on the back, for the address.

See Print context and Print sections for more information about Print templates.

Formal letter

The Formal Letter Wizard first lets you select the page settings, see Page settings: size, margins and bleed.

These settings are fairly self-explanatory, except perhaps these:

• Duplex means double-sided printing.
• The margins define where your text flow will go. The actual printable space on a page depends on your printer.
• The bleed is the printable space around a page. It can be used on some printers to ensure that no unprinted edges occur in the final trimmed document. Printers that can’t print a bleed, will misinterpret this setting. Set the bleed to zero to avoid this.
• The number of sections is the number of parts in the Print context. Although this Template Wizard can add multiple Print sections to the Print context, it will only add content to the first section.

On the next settings page (click Next to go there), you can type a subject, the sender's name and the sender's title. These will appear in the letter. You can also:

• Click the Browse button to select a signature image. This image will appear above the sender's name and title.
• Select Virtual Stationery: a PDF file with the letterhead stationery. Also see Media.

When you click Finish, the Wizard creates:

• A Print context with one section in it; see Print context and Print sections.
• One empty Master Page. Master Pages are used for headers and footers, for images and other elements that have to appear on more than one page, and for special elements like tear-offs. See Master Pages.
• One Media. You can see this on the Resources pane: expand the Media folder. Media 1 is the Virtual Stationery that you have selected in the Wizard. It is applied to all pages in the Print section, as can be seen in the Sheet Configuration dialog. (To open this dialog, expand the Contexts folder on the Resources pane; expand the Print folder and right-click "Section 1"; then select Sheet Configuration.) See Media.
• Selectors for variable data, for example: @Recipient@. You will want to replace these by the names of fields in your data. See Variable Data.

The Wizard opens the Print section. You can add text and other elements; see Content elements.

The formal letter template already has an address on it. The address lines are paragraphs, located in one cell in a table with the ID address-block-table. As the table has no borders, it is initially invisible. The address lines will stick to the bottom of that cell, even when the address has fewer lines. See Styling and formatting to learn how to style elements.