Advanced Templates
Use the Advanced PDF/HTML Templates feature to customize printed and emailed forms, records, and saved searches. Standard templates are provided for each supported print type but can customized with a custom template. You can use the Template Editor to customize the existing standard templates.
For more information about standard templates, see Advanced PDF/HTML Templates.
You can use the Template Editor to build a custom print template using the WYSIWYG mode, or by editing the source code directly. In WYSIWYG mode, click the New Element toolbar to add HTML-based elements such as fields, images and tables, or printing elements.
For more information about using the template editor, see WYSIWYG Editing in the Template Editor.