Layout Designer: Formatting a template
In Layout Designer, use the Formatting Pallette to customize how a form looks. You can use Layout Designer to customize the look of your invoices, sales receipts, estimates, credit memos, statements, and purchase orders.
Tip: You can also customize what information is displayed on a form.
To use Layout Designer:
- Look for the Current Template list at the top of a form. Choose an existing template and click Edit Current Template, or choose New Template.
- Make your changes and choose File > Save or File > Save as to save your template.
Using Layout Designer to format your template:
- Add logos, background graphics, and other images to the template. In the template window, click Add Image on the toolbar. Choose the image you want to add, and then click Open. You can add PDF, GIF, TIF, JPG, BMP, PICT, and PNG images.
- Format text. In the template window, select the text you want to reformat. In the Formatting Palette, change the horizontal alignment, vertical alignment, color, or font of the text.
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Add text, boxes, and lines. In the template window, click the Text, Text Box, Box, or Line button on the toolbar, then draw the object in the template window. You can then use the Formatting Pallette to customize the way the object looks.
Note: You can't edit the sample data on the template in Layout Designer.
- Move stuff around and resize it. Anything on your template can be selected. (It's selected when you see the square handles on the corner.) Then you can drag and drop it anywhere you like. Drag a corner handle to make the object bigger or smaller. Move multiple object together by holding down the Shift key when you select them.
- Guidelines can help. Layout Designer has guidelines that can help you align the objects on your form. Choose View > Smart Guides to turn on guides that move with the object. Choose Insert > Guides to insert vertical or horizontal guidelines you can position on your page. Guidelines do not appear on the form when you print.
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The grid can help, too. Click Grid in the Layout Designer toolbar. You can then use the Grid bar that appears below the toolbar to set the size of the grid squares and units, turn the grid on and off, and set the Snap to Grid.