How to Add and Edit Print Templates Follow

    Topics Covered
  • Managing Contact Lists
    Target Users
  • Users
  • Organization Administrators
    Required Permissions
  • Administrative Permissions

 

Introduction

When a user is granted Administrative permissions, the Contacts Menu and Administration Menu will be available to edit information at Post. These menus are used to edit essential information for Employees and Contacts, and the Administration details of a Post or Mission. To access Print Templates, select the Administration drop-down menu. 

 

How to Add and Edit Print Templates

Select the Administration drop-down menu, and then select Print Templates. This will take you to the Print Templates page.  The Print Templates page allows you to create different types of Print Templates for printing reports such as ATLAS Directory Contact Lists. Please see Figure-1 below.

Print_Template_1.png

Figure-1

Select the Create New button. On the Create New Templates page, you can fill in the Template name and can select between three template forms to create from. You can choose between Create New Template, Create from Local Template to reuse a template that has already been created in your local instance, and Create from System Template to pull from another Post.

Within the Create New page, you can choose only Contact List for now but soon other types will be available. Fill in the information you would like for your template, and then select the Create button. The Print Preview window will show up, allowing you to make changes before using the template. Select the Save Changes button and confirm that the new Print Template is available. Please see Figure-2 below.

 

Print_Template_2.png

Figure-2 

If you select the Edit button for a Print Template, you will be taken to the Print Template preview page. Under Name & Publish Settings, the user can adjust the name, if the template is published, and the list you would like to preview in the preview window.

The other sections can also be adjusted, this includes all of the details you can select to be shown on your Contact List Print Template. In the Body section, you can select the Theme, Text Color, Font and Font Size. In the Page Layout Section, you can adjust Page Size, Orientation and Margins. The user can adjust Column Headers, the page Header or Footer with a Header Preview feature, and finally a user can adjust the Group details in the Template. Please see Figure-3 below.

Print_Template_Preview_Page.png

Figure-3

Select Save Changes to save the adjustments you have made to the Print Template. You can access these details at anytime by selecting Edit in the Print Templates page.

 

Comments

0 comments

Please sign in to leave a comment.