Redesigning Templates (Client Administrators only)

To make changes to an existing client template:

1. Navigate to the client administration Template Management Dashboard (Client Administration > Templates).
2. All default, client and personal templates are listed on this screen. To filter the list to show only those of a given type, select the type from the drop down list. If you list only personal templates you can further filter these by user.
3. Highlight the template you want to change and click Redesign. The Customise Template screen is displayed.
4. To modify the template name, paper size, orientation or margins make the appropriate changes in the Page Properties box and click Apply.
5. To modify the properties of an element, click the element on the preview to select it. The Properties box to the left of the preview updates to show the properties for that element.
   1. To move an element either click the grey title bar and drag it to the new position or enter the exact location in the X and Y coordinate boxes in the Properties box. You can also position an element centrally by clicking Vertical and/or Horizontal.
   2. To resize an element either click the resize handle at the bottom right corner of the element and drag it to the desired size, or enter the exact size required in the Width and Height boxes in the Properties box.
   3. To bring an element to the front and ensure it displays on top of other elements, click F. To send an element to the back to ensure it is behind other elements, click B.
   4. To edit the properties specific to the type of element selected, click Edit and then make the changes required.
   5. To delete an element click Delete.
6. To add a new text box:
   1. Click Add New Text below the Properties box to display the Adding New Text Element window.
   2. Enter a name for the text element and the text you want to appear on the template.
   3. Specify the font type, size and colour for the text. You can also choose to apply the bold, italics or underlined characteristics by checking the appropriate box(es). Specify the vertical and horizontal text alignment by clicking the appropriate icons.
   4. If you want a border to appear around the text select the border thickness and colour.
   5. If you want the user to be able to specify the text to include when they create the print, check the Specify when print checkbox.
   6. If you want the user to be able to resize the text box, check the Sizeable checkbox.
   7. Click OK.
7. To add a new image box:
   1. Click Add New Image below the Properties box to display the Adding New Image Element window.
   2. Enter a name for the image element.
   3. Click Browse and then locate and select the image you want to add to the plan.
   4. Click Upload.
8. To add a Goad Photo element:
   1. Click Add Goad Photo below the Properties box.
9. To save all the changes you have made to the template and return to the Template Management Dashboard, click Save. To abandon any changes, click Cancel.