Skip to content

Create a document template

Design one reusable label, tag, sheet, or document block.

  1. Open Settings > Template Editor and select Create new template.
  2. Enter a name, description, record type, side count, width, and height.
  3. Add text, record-field placeholders, images, lines, or shapes.
  4. Use full Table::Field placeholders for reusable templates.
  5. Preview with long and missing values, then save the template. Saved templates are listed under Settings > Documents > Templates.
  6. Open the settings button in the editor to rename the template later. Renaming repoints the print layouts that used the old name.
  7. From the Templates list, export one template from its row, or all of them from the options menu.