PDF Templates | Using content editors

The toolbar in the Sage People PDF template content editor contains the following buttons. They display in the following screenshot.

• Undo

• Redo

• Bold

• Italic

• Underline

• Strikethrough

• Link

• Image

• Bulleted list

• Numbered list

• Increase indent

• Reduce indent

Insert and manipulate an image

You can use images in the PDF template sections, in the header, and in the footer. If you use an image as a logo, the guideline for size is 200 pixels wide and 60 pixel high.

Use the following image file types: GIF, JPEG, PNG.

It's not possible to apply an image as a watermark over the PDF content.

Insert an image

1. Select Image on the toolbar.

   Sage People displays the Insert Image dialog.

   

2. To load an image from a locally accessible location such as your desktop, select the Upload Image tab.

   1. Select Choose File to find and select an image.
   2. Add a Description for visually impaired users.
   3. Select Insert.

3. To load an image from a URL, select the Web Address tab.

   

   1. Enter the URL.

      You can build a URL from a Static Resource.

      1. Get your site URL for your PDF site. For example, https://<<domain>>.my.salesforce-sites.com/<<sitename>>

      2. Get the Resource identifier of the resource YRL. For example, /resource/<<resourcenumber>>/<<StaticResourceName>>

      3. Combine these two to build the URL. For example, https://<<domain>>.my.salesforce-sites.com/<<SiteName>>/resource/<<ResourceNumber>>/<<StaticResourceName>>

   2. Add a Description for visually impaired users.

   3. Select Insert.

   To add an image to the Documents tab:

   1. Select your user icon and then select Switch to Salesforce Classic.

   2. Go to the Documents tab. If it isn't on your tab bar, select + All tabs. Then select Documents.

   3. On the Documents Home page, select the Folder where you want to upload the logo. Select Go!.

   4. On the folder listing page, select New Document.

   5. On the Upload New Document screen, complete the fields as follows:

      Field	What to enter
      Document Name	Enter a name for the document. The name displays in the list of Documents.
      Document Unique Name	Automatically completes based on the name.
      Indicate Document is Internal	Checkbox. Check to add a flag to tell document viewers the document is for internal use only. And that they can't share with people outside the organization. Doesn't apply any security policy on the document.
      Externally Available Image	Checkbox. Check to let users add images to documents that anyone can access. For example, in logos in email template letterheads.
      Folder	Picklist. Defaults to the folder where you selected New Document.
      Description	Optional. Enter a description of the document Displays in the list of documents.
      Keywords	Optional. Enter keywords that users can enter to search for this document.

   6. In the Select the File section, for File to upload, select Choose File. Follow your browser prompts to select a file from your computer.

   7. Select Save.

   8. When you're finished with the Documents tab, from the page header, select Switch to Lightning Experience.

Manipulate an image

1. Select the image.

   • Use the alignment controls on the toolbar to position it left, center, or right on the page
   • Select the right-click menu for Cut, Copy, and Paste

2. Select off the image.

Insert and edit a link

To insert a link:

1. Select the text you want to link. Text can be open or in a table cell.

   You can also insert a link without selecting text. The link inserts as the URL text, for example www.sage.com.

2. Select Link .

   Sage People displays the Link dialog.

   

3. To specify the link, select the Link Info tab.

   Field	Description
   Link Type	Picklist. Select from: URL Link to anchor in the text If your text contains anchors, use Link to anchor in the text. This provides a link to an anchor.
   Protocol	Picklist. Select from: http https ftp other If you select other, include the protocol prefix in the URL.
   URL	The full URL, following the colon. For example: www.sage.com.

4. To specify a target frame or window to display the link you select, click the Target tab.

   

   Field	Description
   Target	Picklist. Select from: <frame> New Window Topmost Window Same Window Parent Window

5. If you don't specify a target frame or window, the link defaults to display in a new browser window.

6. Select OK.

Links you insert in this way are clickable. Entering a URL as ordinary text renders it as ordinary text in the PDF. The system doesn't convert them to links automatically.

To edit a link you've inserted in the template:

• Double-click the link to re-open the Link dialog

To remove a link:

• Select the text providing the link, or the url if there's no associated text, and delete it. Retype the text if you want to retain it without the link

Working with tables

You can insert table content in a PDF template and then use basic text editing tools to modify table content. Use a word processing package such as Microsoft Word or Google Docs to create your tables. Then copy and paste into the template. You can insert tables into Header, Footer, or main content sections.

Pasted tables retain row and column layout, but can lose text formatting and background tints. For best results:

• Keep table formatting simple. Avoid a wide range of text sizes and styles
• Experiment with a small table including sample text sizes, styles, and background tints you plan to use. If the system preserves these in the pasted table, go ahead with the full table

To apply simple text edits to pasted table content, select the text you want to edit. Then right-click to access your browser editing tools. However:

• If you don't want the table grid lines to display in the PDF output, hide them in Microsoft Word before copying

• If you want to center align or right align the table, apply this formatting in Microsoft Word before copying

To delete a table from a PDF template, select the complete table. Then select Delete on your keyboard or Cut from the browser right-click menu.