Creating a template using a wizard

For example, the Fax Wizard steps you through the following choices:

• Type of fax (business or personal)
• Document elements like the date, subject line (business fax), salutation, and complementary close
• Options for sender and recipient information (business fax)
• Text to include in the footer (business fax)

To create a template using a wizard:

1. From the main menu, choose File > Wizards > type of template required.
2. Follow the instructions on the pages of the wizard. This process is slightly different for each type of template, but the format is very similar.
3. In the last section of the wizard, you can specify the name and location for saving the template. The default location is your user templates directory, but you can choose a different location if you prefer.
4. Finally, you have the option of creating a new document from your template immediately, or manually changing the template. For future documents, you can re-use the template created by the wizard, just as you would use any other template.

File:TemplateWizard.png

Creating a template using a wizard.

Content on this page is licensed under the Public Documentation License (PDL).