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Document Designer Layouts

OVERVIEW

Layouts make up the structure of a Document Designer template. All Layouts must be added directly to the Template Flow. There are three Layout types that can be added to a template:

ADMINISTRATION

ClosedSection

Sections can hold all Element types and are used to hold and organize the main content of a Document Designer template.

While it would be possible to put all of a document’s content into one Section, breaking out parts of the document into multiple Sections promotes organization and simpler administration, as well as giving admins additional options that can be defined per Section.

When a Section Layout is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property Description

Name

The name of the Section that will appear in the Template Flow.

Description

An optional description of the Section for reference (this description is not visible anywhere else in the system).

Orientation

Determines the orientation of all pages within the Section. If Portrait is selected, all pages will be oriented vertically. If Landscape is selected, all pages will be oriented horizontally.

Columns

The number of columns that will be used to organize content within the Section.

Date Format

The format that determines how all date attributes in the Section appear in the output.

Currency Format

The format that determines how all currency attributes in the Section appear in the output.

Margins

The space between Elements (when defined for Top and Bottom) and the space between Elements and the edge of the page (when defined for Left or Right), throughout the Section.

Background Image

A background image that will be applied to all pages within the Section. For more information on Background Images, see the topic Document Designer and Background Images.


ClosedTable of Contents

The Table of Contents Layout is typically one of the first Layouts in the Template Flow.  Each line in the Table of Contents is determined by the template’s Heading Styles and the Heading Elements throughout the template.

In a PDF or DOCX output, the reader can click each line in the Table of Contents to be taken to where the Header is in the document. For an RTF output, depending on what program the file is opened in, the Table of Contents may or may not function in this manner.

The Table of Contents will only reference Heading Elements whose Heading Styles are in the selected Heading Style Set and have Add to Table of Contents? set to Yes.

For more information on Heading Style Sets and Heading Styles, see the topic Document Designer: Heading Styles and Style Sets. For more information on Heading Elements, see the topic Document Designer Elements.


ClosedTitling and Styling a Table of Contents

ClosedHeader & Footer

The Header & Footer Layout applies a header and or footer to all Layouts below it in the Template Flow. Text, Image, Table, Spacer, and XSL Snippet Elements can be added to a Header & Footer Layout to create the header and/or footer content.

All Layouts that do not have a Header & Footer Element above them in the Template Flow will not have a header or footer applied to them. A Header & Footer will apply to all Layouts below it in the Template Flow until another Header & Footer Element is defined.

                                 

     

 

In this Template Flow, the Header & Footer will appear in the Table of Contents, but not in the Cover Letter.

 

In this Template Flow, the Header & Footer will NOT appear in the Table of Contents or the Cover Letter.

 

If there are Layouts that should not have Header and Footer content, the admin should create one or more empty Header & Footer Layouts to apply to these Layouts.

When a Header & Footer Layout is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property Description

Name

The name of the Header & Footer that will appear in the Template Flow.

Header Height

The height of the Header. The vertical space of the body content of all pages affected by the Header & Footer will inversely be affected by changes to the Header Height.

Footer Height

The height of the Footer. The vertical space of the body content of all pages affected by the Header & Footer will inversely be affected by changes to the Footer Height.

Margins

The space between Elements (when defined for Top and Bottom) and the space between Elements and the margins of the page (when defined for Left or Right), throughout the Header & Footer.

One popular use of headers and footers is to add page numbers to a Document Designer template. For information on how to do this, see the topic Document Designer and Attribute Values.


NOTES

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