Defining stationery

Stationery is saved in suitable text templates when the databse is first set up:

- For the  printing of  Text documents, stationery is created in a JPG format with 300dpi as an image in the  Gallery .
- For sending PDFs by  Email, the stationery is also saved in a PDF format in a  Document package under Shared Documents .

As long as the existing files in the  Gallery (for printing) or in the  Document Package (for PDF creation) are only exchanged but continue to be used under the same name, the new stationery is automatically applied to each template.
If new files are created, the output settings must also be adjusted.

• Replace stationery for PDF creation

  To replace stationary, it must be replaced in PDF format in the correct document package. If different layouts are intended for the first and subsequent pages of a document, BOTH PDF documents must be replaced. The previous document is then overwritten and the new document is automatically applied in the output settings.

  1. Go to the   Templates tab and select   Documents >   Search, Filing location "Shared Documents".
  2. Double-click the "Stationery" package in the list. The package will open with a list of all the documents it contains.
  3. Select the document to be replaced (PDF), click on >   Reload from hard drive and select the new stationery from the local filing location.
     Note: The onsolete stationery is deleted (replaced) from the document pack.
  4. If necessary, repeat the process for a stationary with different subsequent pages.
  5. Save and close the document package.
     Note: The new stationery is adopted in the output settings and automatically applied in all templates with this output setting.
• Replace stationery for printing

  To replace stationary, the image in the  Gallery must be replaced. If different layouts are intended for the first page or subsequent pages of a stationery, BOTH JPG files must be replaced. The old image is then overwritten and the new image is automatically applied in the output settings.

  1. Go to the  Templates tab and select  Gallery >   Search.
  2. Double-click to select a stationery file from the list.
  3. Open the context menu by right-clicking on the image and select Import. Your Explorer window will open.
  4. Search for the file and insert the new image by double-click. The new image will show in the preview.
  5. Important: ONLY import a new image but do NOT delete the gallery entry.
  6. Save and close the image.
     Note: The new stationery is adopted in the output settings and automatically applied in the templates with these output settings.
• Create new stationery for PDF creation

  Save stationary in a PDF format in a document package "Stationary" on the  Templates tab under  Docuemnts >  Shared Documents. It is extremely important to name the documents clearly as numerous different types of stationery can be stored in this document package. If different layouts are specified for the first page and subsequent pages of a document, BOTH must be stored as PDF documents.
  Important: In order for the new stationery to actually be used for creating PDF documents for sending emails, the  output settings must also be adjusted (see below).

  1. Go to the   Templates tab and select   Documents >   Search, Filing location "Shared Documents".
  2. Double-click the "Stationery" package in the list. The package will open with a list of all the documents it contains.
  3. To download a new stationery from the hard drive, click on  Add >   Files. Your Explorer window will open.
  4. Search for the file and double-click to add the new stationery in PDF format to the list.
  5. To remove obsolete stationery, select the document (hold down the Ctrl key + left-click for multiple selection) and click on  Delete in the lower toolbar.
     Important: ONLY delete the  PDF document, NOT the  Document package.
  6. Save and close the document package.
• Create new stationery for printing

  Stationary for printing documents from word processing are saved in a JPG format under  Templates >  Gallery. Numerous different stationery documents can be stored in the album, which is why it is extremely important to name the documents clearly. If different layouts are provided for the first page or subsequent pages of a stationery, BOTH must be stored as JPG files.
  Important: To ensure that the new stationery is actually used for printing text documents, the  Output settings must also be adjusted (see below).

  1. Go to the  Templates tab and select   Gallery >  New.
  2. Assign a unique name and meaningful categories for easier retrieval.
  3. Click on  Insert image and select your data source (external or from the database).
  4. Search for a file and insert the new image by double-click. The new image will appear in the preview.
  5. Enter the image dimensions and a resolution of 300 dpi.
  6. Save and close the image.
• Select the output setting

  If a new stationery has been created either for PDF or for printing, this new stationery must be assigned in the corresponding output settings.

  1. Go to the   Templates tab and select   Output settings >   Search.
  2. Double-click the output setting "Stationary" on the list.

  PDF for email dispatch

  1. Click on  Document >  Search in the PDF area to the right of Watermark Page 1 or Watermark Subsequent pages
  2. To limit the search results, enter "Shared documents" as Filing location and confirm your entry by clicking Search.
  3. Select a stationery document from the list of document packages by double-click.
  4. Save and close the output setting.

  JPG for printing text documents

  1. In the Word processing area , click to the right of Watermark Page 1 or Watermark Subsequent pages on   Gallery >   Search.
  2. To limit the search results, enter categories if necessary and confirm your entry by clicking Search.
  3. Select an image from the list of gallery images by double-click.
  4. Save and close the output setting.