Document outputs use a Microsoft Word template called PrintTemplate.docm to control the format and layout of the document. The template contains bookmarks, styles, document settings, and pre-defined text. Bookmarks are the mechanism used to insert and position the fields in the document and styles are used to format the fields. Document settings affect the page layout, such as paper size and margins. Pre-defined, or static, text can appear in several places in any template, usually the header and footers and the labels for the fields in the body of the document. The template also contains a toolbar which allows you to insert the desired bookmarks in the template you want to customize. 

Each print style has a lang folder, and within it is a folder for each language. Each language has its own template file. To make any customization, you modify the publishing style for the specific language.

Follow these basic steps to customize a document format:

• Create a new publishing style. See Customize Publishing Styles for more information about copying and renaming publishing styles. It is highly recommended that you do not customize a standard template; you should make a copy and make your edits to the copy.
   
• Open the new publishing style package that you copied, navigate to the lang/<language> folder, and open the PrintTemplate.docm file.
   
• Make the edits to the PrintTemplate.docm file as desired by inserting or deleting bookmarks, Word fields, static text, or graphic elements. Be sure to use Check Syntax to verify that there are no errors in your changes to the bookmarks.
   
• Save the edited template in the publishing style, and then save the package.
   
• Publish the content using your new publishing style. Be sure to select the correct category and language on the Advanced Publishing Options page.

Table of Contents  Back