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 an existing stationery for PDF creation
To replace a letterhead, it must be replaced in PDF format in the correct document package. If different layouts are provided for the first page or subsequent pages of a stationery, BOTH PDF documents must be replaced. The previous document is then overwritten and the new document is automatically adopted in the output settings.
- In the function bar, go to
Templates >
Documents >
Search, storage location "General documents".
- Double-click the "Stationery" package from the list of document packages found. The package opens with a list of all the documents it contains.
- Select the document to be replaced (PDF), click on
>
Reload from hard drive and select the new stationery from the local storage location.
Note: The previous stationery is deleted (replaced) from the document pack. - If necessary, repeat the process for a letterhead with different subsequent pages.
Save and close save the document package.
Note: The new stationery is adopted in the output settings and automatically adopted in the templates with this output setting.
- In the function bar, go to
- Replace an existing stationery for printing
To replace a letterhead, the image in the
album 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.
- In the toolbar, go to
Templates >
Album >
Search.
- Double-click to select the desired stationery from the list.
- Open the context menu by right-clicking on the image and select Import. Your Explorer window opens.
- Search for the desired file and insert the new image by double-clicking on it. The new image appears in the preview.
- Important: ONLY import a new image and do not delete the album entry.
Save and close save the image.
Hinweis: Das neue Briefpapier wird in den Ausgabeeinstellungen übernommen und in den Vorlagen mit diesen Ausgabeeinstellungen automatisch angewendet.
- In the toolbar, go to
- Create a new stationery for PDF creation
Briefpapiere im PDF-Format werden in einem Dokumentenpaket "Briefpapier" unter
Vorlagen >
Dokumente >
Allgemeine Dokumente gespeichert. In diesem Dokumentenpaket können zahlreiche unterschiedliche Briefpapiere hinterlegt werden, deshalb ist eine eindeutige Benennung der Dokumente äußerst wichtig. Wenn unterschiedliche Layouts für die erste Seite bzw. Folgeseiten eines Briefpapiers vorgesehen sind, müssen BEIDE als PDF-Dokumente abgelegt werden.
Important: In order for the new stationery to actually be used for creating PDF documents for sending emails, theoutput settings must also be adjusted (see below).
-
In the function bar, go to Templates > Documents > Search, storage location "General documents".
- Double-click the "Stationery" package from the list of document packages found. The package opens with a list of all the documents it contains.
- To save the new stationery from the hard drive, click on
>
files. Your Explorer window opens.
- Search for the desired file and double-click to add the new stationery in PDF format to the list.
- To remove an outdated stationery, select the document (hold down the Ctrl key + left-click for multiple selection) and remove via the
in the bottom toolbar.
Important: ONLY delete thePDF document, not the
document package.
Save and close save the document package.
-
- Create a new stationery for printing
Letterheads for printing documents from word processing are saved in a JPG format at
Templates >
Album . 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, theoutput settings must also be adjusted (see below).
- Gehen Sie in der Funktionsleiste zu
Vorlagen >
Album >
Neuanlage.
- Assign a unique name and meaningful categories to make the stationery easy to find later.
- Click on
Insert image and select your data source (external or from the database).
- Suchen Sie die gewünschte Datei und fügen Sie mit Doppelklick das neue Bild ein. Das neue Bild erscheint in der Vorschau.
- Enter the image dimensions and a resolution of 300 dpi.
Save and close save the image.
- Gehen Sie in der Funktionsleiste zu
- Select the output setting
If a new stationery has been created either for PDF creation or for printing, this new stationery must be assigned in the corresponding output settings.
- In the function bar, go to
Templates >
Output settings >
Search.
- Double-click the desired output setting "Letterhead" from the list of output settings found.
PDF for e-mail dispatch
- Click in the PDF area to the right of Watermark Page 1 or Watermark Subsequent pages on
Document >
Search.
- To limit the search results, enter "General documents" at Storage locations and confirm your entry with
Search.
- Select the desired stationery from the list of document packages by double-clicking on it.
Save and close save the output setting.
JPG for printing text documents
- In the Word processing area , click to the right of Watermark Page 1 or Watermark Subsequent pages on
Album >
Search.
- To limit the search results, enter the assigned categories if necessary and confirm your entry with
Search.
- Select the desired image from the list of album images by double-clicking on it.
Save and close save the output setting.
- In the function bar, go to
Administrator Manual
- Creating a text template
- Defining stationery
- Creating an event template
- Activate existing standard lists
- Setting up foreign languages, dictionaries and multilingual text templates
- Save a layout for event sheets (obsolete)
- Setting up default folders in record-specific directories
- Changing worksheet templates