Manage Templates for Reports
This option allows you to adapt the look and feel of a report template, so that it reflects your company’s corporate style. It is also possible to request help from the R&D team at Digimind. Please contact your consultant for more details.
In order to complete the tasks below you need to:
- Know how to modify styles within a word document.
Inside the report generator, click on “manage templates”.
You will then see a list of your current report templates, and at the top there is a button to create a new template.
When you click on "Create a template" you will be prompted to open a RTF document (rich text format) with Microsoft Word.
Open the file with Microsoft Word. You can then modify the page layout, colors, font, etc. of your template. The pdf attached to this post will explain how to work inside Microsoft Word to restyle the template.
When you are happy, save it and then upload it back into Digimind. You can create as many templates as you need, so remember to give each one a clear name so that you can identify them later.