PDF Templates | Creating a new PDF template

Understand how to create a new PDF template in Sage People.

Resolution

1. Select the PDF Templates tab.

   Sage People displays the PDF Templates Home page.

2. Select New.

   Sage People displays the PDF Template page.

   

   Use this page and its WYSIWYG editors to set the page layout and the content for the PDF template.

3. In the Information section, complete the fields as below.

   Field	Description
   PDF Template Name	The name you want to use for the template. Use a name to identify the content of the template and that you're comfortable being visible to the PDF recipient. The name displays in the PDF Template lookup dialog throughout Sage People. It's used as the file name when you attach the PDF to an email. You can send a PDF document based on a template as an email attachment from a record. PDF Template Name is the default value for the email subject.
   Paper Size	Picklist. The paper size for all files you base on this template. Select from: US-Letter 8.5 x 11 inches (216 x 279 mm) US-Legal 8.5 x 14 inches (216 x 356 mm) A4 210 x 297 mm (8.25 x 11.75 inches)
   Font Size	Picklist. The default size in points (pt) for the text in the template. Select a size appropriate for the content. If you select None, the text defaults to 12 point.
   Margin Top	Number with units*. Space at the top of the page. Margin Top must be deep enough to hold the header content. If the header includes text or images larger than you specify for Margin Top, the header content overlaps with the body of the document.
   Margin Left, Margin Right	Number with units*. Space at the left and right sides of the page.
   Margin Bottom	Number with units*. Space at the bottom of the page. Margin Bottom must be deep enough to hold the footer content. If the footer includes text or images larger than you specify for Margin Bottom, footer content overlaps with the body of the document.

    * Margin fields accept the following units:

   • px for pixels - the default; you don't have to specify the unit

   • % for percentage

     The system sets the margin to the percentage of the page width (Margin Left and Margin Right) or height (Margin Top and Margin Bottom)

   • in for inches

   • cm for centimeters

   • mm for millimeters

   • em for units of the current text point size

     10em in a 10pt font = 100pt

   • ex for units of the current text x-height

     x-height is the distance between the baseline and the mean line of lower case letters in a typeface

   • pt for points

   • pc for picas

4. In the Content section, build the content of the PDF template. Fields for each part of the template, Header, Sections, and Footer, include WYSIWYG editors.

   Header, Sections, and Footer can include formulas and merge fields.

   The main content comprises one or more sections. You can:

   • Add or delete sections, and change the order in which they display
   • Control section breaks, for example displaying a section on a new page or a new line
   • Specify a condition to meet for a section to display
   • Repeat a section, controlling repetition with a condition

5. When you've completed the template, select Save.

Create a new PDF template by copying

1. Go to the PDF Templates tab.

2. Select the PDF Template Name of the template you want to copy.

3. On the PDF template detail page, select Copy. Sage People displays the details of the copied template.

4. Update the PDF Template Name and any other elements of the PDF template that you want to change.

5. Select Save.