Note:
For multi-language stationery it is recommended to prefix or suffix filenames with the language code; for example:e_folio.rtf
, fr_folio.rtf
, de_folio.rtf
Adding a Stationery Template
From the OPERA Cloud menu, select Reports, then select Manage Reports.
Click New Report and complete the following:
Property: Enter or select a property.
Report Group: Select a stationery report group from the list. For more information, see Stationery Reports Groups.
Report Type: Select Customized Report.
Sample Report to base your Customized Report: Click to search and select a sample RTF template to customize.
Figure 9-13 Sample Report to base your Customized Report
Click Download Sample Report (RTF) and click Download Sample Data (XML) to download the sample template and sample data model.
Figure 9-14 Download Sample Report and Sample Data links
Note:
Once downloaded, the files are located in the default download folder (that is, the Downloads Folder on your local machine).
Figure 9-15 Show in folder option
sample_folio.rtf
) per your requirement and ensure the updated name does not begin with “SAMPLE.” No name changes are needed for the XML files. Right click the .rtf file and then select the Rename option to change the name.
Figure 9-16 Rename File
Customize the template as needed . For more information, see Using Stationery Editor.
Save the RTF file and close Microsoft Word.
Note:
Templates must be less than 10MB in size.Figure 9-17 Choose File
Figure 9-18 Display Name matches the uploaded .rtf file’s name
Print Copies: Enter the number based on your requirements (for example, enter 1 or 2).
Language: Select the language of the template. When the multi-language OPERA Control is active you must configure an entry for each profile language so OPERA Cloud knows which template to generate for each language.
Parameter Form: This step is not applicable for stationery templates.
Click Save.