The Design Wizard allows you to create a new design from a template, or from a blank layout, quickly and easily. You simply choose a layout then an optional template and enter or select the user information you want to appear in the design. In just seconds you can have a new design ready to be printed.
You can also create your own templates to use with the Design Wizard. (See Creating and Modifying Templates)
Using the Design Wizard
1. Select your Paper Stock
See Selecting a Layout
Click Next
2. Choose an Optional Template
Choose a template from the template list. If no templates are available or you want to start with a blank design select << None >>.
NOTE: If you want to use a template designed for a different paper stock check the Show All Templates checkbox. This is useful for placing a design created for a small paper stock on a larger paper stock.
Click Next
Choose an Optional Background
Choose a background category and a background from the background list if desired. Some templates are designed to be used with a background and other are not. You can decide if you want to you a background or not with a particular template for yourself.
OR
Click the Select Background button to choose a background that is not listed. (see Picking a Graphic)
Click the Clear Background button to clear the background if you already selected one and no longer want a background..
Click Next
Enter Optional Information
Enter the information you want to appear in your design or click the Pick button to pick information from one of your Personal Databases
-OR-
Click the Use a Database Field
Click Finish to create your design.
Edit your Design
Edit the design as needed.
Once your design is created from a template you can edit it by adding text and graphics, changing colors, alignment, backgrounds and effects, etc.
Notes:
If you want to print your design on a paper stock with a different layout, you can use the Switch To Different Layout
For designs that have multiple regions (folded business card, for example) the design wizard helps you design the primary region on the front of the design. You can manually switch to other regions (cover, inside cover, inside, etc.) and design them if desired once the design is created. See Regions
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The General Object Properties tab contains options that are common to all objects.
Size and Position
.
Extended Style
Non-Printing checkbox
Check this checkbox to make the object non-printing. Non-printing objects are displayed at resign time on the screen but are not printed on the printer.
Position and Size Locked checkbox
Check the checkbox to lock the position and size of the object on the screen. This prevents the object from being moved or re-sized by mistake.
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Select Tool|Text or Tool|Barcode or Tool|Arc Text or Tool|Spiral Text or Tool|Radial Text or Tool|Variable Size Text
A text object can be used to display text information in several ways. A simple text object simply displays text, while a Barcode text object displayed text in the form of a barcode. An Arc Text text object displays text in an arc. Text objects can also be used as counters, to display incrementing numbers , and can be linked to a database so the text is pulled from a database field .
To insert a text object perform the following steps:
1. Select Tool|Text or Tool|Barcode or Tool|Arc Text or Tool|Spiral Text or Tool|Radial Text or Tool|Variable Size Text
2. Click in the design area where you want to insert the object.
3. Enter the text associated with the object (for barcodes this is the barcode data). You have several options as follows:
Specify the same text for all elements
If you choose this option whatever text you enter or pick will print on all elements in your design. Use the Pick Text button to choose text from the Texts Database
Specify a List of Text
If you choose this option you enter a list of variable text (see Editing a List of Text)
Use a counter with a minimum of __ digits starting at __ inc by __
If you choose this option you specify the minimum number of digits and the starting number. Each time a counter prints it increases by the number specified after "inc by". For example, if the minimum number of digits is 5 and the starting number is 10 and inc by is 5, the first element will print 00010 and the second 00015, etc. You can specify a negative inc value to make the counter decrement.
Use a field from a database
If you choose this option you select a database to link your design to by clicking the Database button or by selecting Linked Database on the Edit menu if it is not already linked to a database (See The Linked Database Wizard)
4. Optionally use the Text Object Properties
You can change the style of the text here to display simple text (wrapped or non-wrapped), Bar Codes and Arc Text.
Notes:
The default style for a text object, Text (No Wrap), causes the text to wrap only where you insert a hard line break regardless of the width of the object's bound. If you want your text to wrap to the width of the object's bound, set the style to Text (Wrap) on the Text Object Properties
Also See:
Editing an Object's Properties
Text Object Properties
General Object Properties
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The Text Properties tab contains options specific to text objects.
Font Name and Size Comboboxes
Select the font face name and size
You can also click the ... button to select the font properties through a standard font dialog box. This is useful if you need to select a script other than the default script.
IMPORTANT: If you are using fonts with languages other than English click the small ... button to the right of the Font Size combobox and select a font and Script that matches you language, click OK then enter your text. This allows Windows to properly display the text.
Font Style Checkboxes
Check the appropriate styles (bold, italic, underline or strikeout)
Text Color Combobox
Select the color of the text.
Shadow Color Combobox
Select the color of the text shadow (when shadow is used).
Style Combobox
Select the style. Additional sub-styles and parameters may be available depending on which style is chosen.
The Text (Wrap) is the default style and makes the text object wrap its text to the size of its bound.
The Text (No Wrap) style makes the text object display as it is entered without wrapping text. On the screen portions of the text may not be shown if the object's bound is not large enough. All text is printed on the printer regardless of the bound size though.
The Bar Code style makes a text object that displays its text as a bar code. You must enter text that can be represented by the code.
The Arc Text style makes your text display in an arc. The sub-styles specify full circle, 1/2 circle or 1/4 circle and the starting angle.
The Radial Text style makes your text display like the spokes on a bicycle tire. You can optionally make the text get larger as it gets further from the starting point.
The Spiral Text style makes your text appear in a spiral.
The Variable Size Text option makes your text increase or decrease in size.
Rotation
Select or enter the rotation of the text object in degrees (0-359).
Justification
Left - Left justified text (default)
Center - Centered text
Right - Right justified text
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The Outline & Fill tab contains options specific to the outline and shadow properties of an object.
Outline
Select the style, width and color of the outline. These values are used to draw an outline around the object in the width and color you choose.
Shadow
Select the Horizontal and Vertical offsets for the shadow and the Shadow color. These values are used to draw a shadow behind the object with the soffests and color you choose.
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The Fill tab contains options specific to the Fill properties of an object. You can specify to use a solid color fill, a gradient fill or a texture fill.
Color Fill
With this option you can either fill the entire object wwith a solid color or specify two colors that create a gradient background.
Fill Color
Select the color you want the object filled with. If you select None as the Gradient Type below this color will fill the entie background on the object, otherwise it will be used as the starting color for the gradient fill.
Gradient Type
Select the type of gradient you want. If you select a Gradient Type other than None you can select the Gradient Color, which is used as the ending color of the gradient.
Gradient Color
Select the color you want used as the ending color for the gradient.
Texture Fill
With this option you can use any graphic as a fill for the background.
Texture...
Click the this button to select the texture image.
Notes:
For Shape objects you must select Filled under Shape Style for the above mentioned properties to work.
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A list of Text allows you to specify different text on each element printed. The first text item is printed on the first element, the second text item on the second element and so on. he number of text items in the list must match the number of elements you want to print.
To add a text item to the list of text perform the following steps:
1. Enter the text or click the Pick button to choose text from your Texts Database
2. Click Add.
To remove a text item from the variable text list perform the following steps:
1. Select the text item in the top list.
2. Click Remove.
Notes:
You can re-order the list of text items by dragging and dropping the items in the list.
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The Choose Symbol screen allows you to select a symbol for the text in a text object. Symbols are simply single characters from special fonts which are designed to be used as symbols. What symbol fonts are available depends on what is installed on your system.
To select a symbol perform the following steps:
1. Select the font from the drop down list of available symbol fonts.
2. Select the symbol from the drop down list.
3. Click OK.
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Select Edit|Linked Database
The Linked Database Wizard guides you through the steps of selecting an linking a database to your design.
USING THE LINKED DATABASE WIZARD
STEP 1
1. Select the type of database you want to link to
- Link to a Personal Database, TXT or CSV File
Select this option to link to one of your personal database files or a TXT or CSV comma delimited text file. Personal Database files are maintained by the Personal Database applet included with this product (Personal Databases on the View menu)
- Create a new Database Link File
Select this option to create a new database link (.DLF) file and link to an external database through ADO or ODBC. A data link file is simply a file that contains information on how to connect to an external database. It does not contain any actual data but you can link to it to access the data in the database it describes.
- Use an Existing Data Link File
Select the options to link to an existing database link (.DLF) file that you have previously created using the option above.
2. Click Next
STEP 2
1. Enter or select a file name.
If you are linking to an existing database or Data Link File select that file.
If you are creating a new Database Link File then choose a folder and enter a name for the data link, click the Build Connection button to build your database connection then select the table. (Click Help on the Data Link Properties screen for additional help.)
2. Click Next
STEP 3
1. Specify the type of record selection.
- I want to use all records directly from the database
Select this option to include all records in the database.
- I want to filter and/or sort the records in the database.
Select this option to specify conditions which a record has to meet to be included and/or to specify sorting options.
2. Click Next or Finish
STEP 4 (if you selected filtering/sorting only)
1. Select the field you want to compare
2. Select the type of comparison:
= This comparison equates to true when the field is exactly the same as the comparison value
< This comparison equates to true when the field is less than the comparision value
> This comparison equates to true when the field is greater than the comparison value
LIKE This comparison equates to true when the field is similar to the comparison value. There are two special wildcard characters used with LIKE, % and _ % represents zero or more wildcard characters and _ represents exactly one wildcard character.
For example:
Name LIKE 'Pa_' is true when Name is Pam, Pat, Pan, Paw, etc.
Name LIKE 'To%' is true when Name is Tom, Tommy, Top, To, Tomali, etc.
Name LIKE '%a%' is true when Name is cat, dad, daddy, ash or any word than contains the letter a
3. Enter the value the field should be compared to
3. Click Add Condition
4. Optionally click Add AND or Add OR to add additional conditions then repeat steps 1 - 3
Database and Data Link files are stored, by default, in the database folder specified on the Folders tab under Options on the View menu. You can change this setting or override the location when you select or specify the filename.
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The Field Wizard allows you to select a database field or to build a complex field for a linked database. A complex field is a combination of one or more database fields and possibly other text. For example, Name: + {-First_Name-} + + {-Last_Name-} is an example of a complex field that would display "Name:" followed by the full name.
To select a database field perform the following steps:
1. Select the field under "Add a Database Field."
2. Click Add Field
3. Click Finish
To build a complex field perform the following steps:
1. Select the field under "Add a Database Field."
-OR-
Enter text under "Add Other Text."
2. Click Add Field or Add Text
3. Click Add New Line if you want to add a new line (this causes the next item you add to be displayed on the next line).
4. Click Add Space if you want to add a space.
5. Repeat steps 1-4 as needed.
6. Click Finish
Notes:
You can click the button to insert full standard address without picking and adding individual fields.
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The Line tab contains options specific to Line objects.
Color
Select the color of the line.
Line Type
Select the type of line (horizontal, vertical, slanted up or slanted down).
Line Size
Select the width of the line.
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The Graphic tab displays properties specific to graphic objects.
Because graphic objects can be scaled in the design area, it is sometimes hard to tell what the actual size of the graphic is in relation to what you see on the screen. That is, the actual properties can be very different than the displayed properties of the graphic. The graphic properties described below show the actual properties of the graphic.
Actual Size
- The actual width and height of the graphic in pixels.
Graphic Type
- The type of graphic (BMP, WMF, EMF).
Size
- The size of the graphic in bytes.
Color Depth
- The color depth of the graphic.
Transparent checkbox
-Check this checkbox if you want your graphic to display transparently. The transparent color is the color of the bottom left pixel in the image. Any pixel that has the transparent color will display whatever is "under" it in your design.
Picture... Button
Click this button to change the picture associated with the graphic object.
See Picking a Graphic
The following buttons allow you to adjust the size and aspect ration of the graphic:
Correct the aspect ration based on the display width of the graphic.
Correct the aspect ration based on the display height of the graphic.
Adjust the graphic size so it is full size.
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The Pick Graphic screen allows you to select a graphic from several sources as well as apply some basic effects.
An explanation of the available buttons on the Pick Graphic screen follows:
Load
- This button allows you to select a background image from a file.
Save
- This button allows you to save the current background as a file.
Acquire
- This button allows you to acquire a graphic from a twain compatible scanner, camera or other twain compliant data source.
Clear
- This button clears the graphic.
Effects
The Pick Graphic screen allows you to apply the following effects to the selected image. To apply an effect select it from the drop down list then click the Apply Effect button.
Crop
- This effect removes all but the selected area in the graphic. Before clicking the Apply Effect button you must click and drag within the preview image to select an area you want to keep.
Mirror
- This effect flips the graphic left and right.
Flip
- This effect flips the graphic up and down.
Rotate
- This effect rotates the graphic by the number of degrees you select. Positive angles result in clockwise rotation and negative angles result in counter-clockwise rotation.
Negative
- This effect created the negative of the image.
Light
- This effect changes the brightness and contrast of the image.
Erode
- This effect erodes the image by enhancing dark areas in the image.
Dilate
- This effect enhances the light areas in the image.
Gamma
- This effect changes the color balance of the image.
Noise
- This effect adds uniform noise to the image. The higher the selected value, the more noise that is added.
Noise
- This effect adds a uniform offset to each pixel in the image. The higher the selected value, the more each pixel is offset.
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Aligning objects can be done a variety of ways. You can use the grid to align objects as they are placed into the design area or you can manually align objects to best suit your needs relative to the margins and each other.
Relative Alignment
Select Alignment|Align
To align objects relative to each other and/or relative to the margins perform the following steps:
1. Select the object(s) (See Selecting Objects)
2. Select Alignment|Align
* In the alignment dialog you can specify alignment criteria for both the horizontal and vertical directions.
To make alignment easier, the alignment toolbar allows you to quickly align selected objects.
The following commands apply to single objects and groups of objects:
The following commands apply only to a selected group of objects:
Alignment with the Grid
Objects can be aligned with the grid to give your design a uniformly spaced appearance. If the Snap to Grid option is on, all objects are automatically aligned to the grid when inserted or moved. If the Snap to Grid option is not on, objects can still be aligned to the grid using the Align Selected to Grid or Align All to Grid commands on the Alignment menu.
To align the selected objects with the grid perform the following steps:
1. Select the object(s) (See Selecting Objects). Select Alignment|Align Selected to Grid
To align ALL objects to the grid perform the following steps:
1. Select Alignment|Align All to Grid
Also See:
Adjusting the Margins
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Select Alignment|Margins
The margins are used as an aid to aligning objects in the design area. Objects can be placed outside of the margins.
To set the margins perform the following steps:
1. Select Alignment|Margins.
2. Enter the left, right, top and bottom margins.
3. Click OK.
Notes:
Margin settings are saved with the file. Each file can have its own margin settings.
Margins are used for design-time alignment and to define the size of the background image.
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Select Edit|Background
A background is an image that is displayed in the background of your design. The background you choose is stretched to fit the entire margin area (which is almost the entire design by default). You can change the area the background occupies by changing the margins.
To add a background perform the following steps:
1. Select Edit|Background or double click on an empty space in the design.
2. See Picking a Graphic
Also See:
Adjusting the Margins
Notes:
Metafiles (.WMF and .EMF files) work best as backgrounds because they can be scaled better than other types of graphics. Other graphic files will work but may not produce optimal results.
The background is stretched to fit within the margins.
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Select File|Print of File|Print Preview
To print your design perform the following steps:
- Select File|Printer Setup to select the printer and change its settings if necessary.
* If you have the option "Set printer orientation and page size automatically" checked under Options on the View menu, Printing tab, the application will try to select the printer's page size and orientation for you even after you choose it manually. If the automatic selection is incorrect or you want to choose manually be sure to uncheck this option first.
- Select File|Print Preview to preview the printout before printing or select File|Print to print your design without a preview.
* When you choose the Print Preview you can see how your design will look when printed and what area on the page is not printed by your printer hardware. Most printers have an area around the edge of the page that cannot be printed on which is indicated by the red rectangle on the preview screen.
* Many paper stocks have printable area outside the printable area of most printers. If the edges of your design are cutoff when printed or outside the red rectangle on the preview screen, move the objects in your design further from the edge. The printer's unprintable area is a hardware limitation. No software can print in this area. The unprintable area is usually 0.25-0.50 inches (6.35-12.7 mm) or more around the edge of the page on all sides.
- Select the Sides to Print
* If you select Side 2 (if available) you will be prompted to turn the paper and re-insert it into your printer after side 1 is printed.
* If enabled and your printer supports duplex printing, check the Duplex checkbox to enable duplex printing. Duplex printing allows you to print on both sides of the paper automatically. Some printers have this option built in and others offer an add-on to do this.
- Select the Quantity to Print
* Enter the number of elements or pages you want to print. The number of elements refers to the number of individual labels, cards, etc.
* If a database is linked to the design you can enter the starting record, calculate the quantity to print based on the starting record and the number of records in the database. Check Cycle Records to go back to the first record after the last record is printed.
- Select Options
Start position on first page
This value is the position where the first item is printed on the first sheet. The upper left side item is 1, the number increases across, then down. You must start at position 1 if you are printing both sides of the page.
Print crop marks
Crop marks are marks that are printed at the edge of the paper to show the position of each row and column to aid in cutting the stock. Use crop marks and/or corner marks (see below) as a guide when cutting your own stock.
Print corner marks
Corner marks are marks that are printed at the corner of each element to aid in cutting the stock. Use corner marks and/or crop marks (see above) as a guide when cutting your own stock.
Print Filename at Top of Page
Printing the filename on the page can help you when proofing multiple designs. Choose this option to print the filename of the design file at the top of the page.
Print Filename at Bottom of Page
Printing the filename on the page can help you when proofing multiple designs. Choose this option to print the filename of the design file at the bottom of the page.
- Click OK.
Notes:
Because all printers are slightly different, it is recommended that you print a single page draft of your design the first time you print. Do this on regular paper and verify that the alignment is correct to avoid wasting expensive specialty stock.
If your printout is not aligned correctly on the printout, see Modifying the Layout of a Design
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Select File|Save As Graphic
By saving your design as a graphic you can easily use with other applications, bring it to your local print shop to have professional copies printed or e-mail it.
To save your design as a graphic perform the following steps:
1. Open your design and zoom to the desired level.
* The larger the zoom level the larger the graphic file will be but the better the quality the graphic will be when printed. (See Zooming In and Out)
2. Select File|Save As Graphic
3. Select a filename to store the graphic as.
4. Select applicable options.
5. Click OK.
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[View Tutorial]
The layouts screen allows you to select the layout you want to use for your design. It also allows you to add, edit and delete layouts.
A layout describes the physical arrangement of a sheet of paper stock. It specifies the width and height of each element (label or card) on the page, the number of rows and columns, along with margins and the spacing between rows and columns. It also defines the size of a page of the paper stock and the way each element is divided into Regions.
To select a layout perform the following steps:
1. Select US, Metric or Both under Stock Type depending on your needs.
2. Type the product or SKU number
3. Optionally select the Manufacturer and/or Stock type to narrow your search
4. Select the layout from the list.
If you cannot find the exact layout you need or you want to define a custom layout you should select the closest one then click the New button to add the new layout. See Entering a Layout
Notes:
If you have a Type or Manufacturer or US or Metric Units selected and you enter a Keyword, keep in mind that only results within the selected Type, Manuacturer and Units are displayed. To search all layouts set the Type and Manufacturer to << ALL >> and set the units to Both.
If you find that a layout is slightly off when printing you can use the Edit button to edit the layout so that all new designs created from it will print correctly without further adjustment.
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The layout screen allows you to enter the properties for a new layout or edit the properties of an existing layout. The layout defines how teh elements (cards or labels) are arrangedon the page. For example, the standard business card layout is defined as follows:
This would produce a page arranged like this:
In this case there is no gap between the rows nor between the columns. The shaded area represents the cards and the non shaded area represents the margins.
When you create a new file based on this layout you will be given a 3.5 x 2.0 inch area to design. When you print a full page, ten cards will be printed on the page, arranged as shown above.
To enter the properties for a layout perform the following steps:
1. Enter the name of the layout.
2. Select the paper type.
3. Enter the width and height of a single element (this is the size of a single element on the page).
4. Enter the number of rows and columns on a page.
5. Enter the top margin.
6. Enter the side margin.
7. Enter the spacing between each column.
8. Enter the spacing between each row.
9. Click OK.
Notes:
The Region Type area is provided for informational purposes only. Region information cannot (and need not) be changed.
The layout should be entered in a portrait orientation. That is, as if you are looking at the paper with the long side up and down.
The sum of the widths, margins and spacing between columns should equal the width of the paper.
The sum of the heights, margins and spacing between rows should equal the height of the paper.
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Select File|Edit Current Layout
There may be times when you want to modify the layout (i.e. width, height, rows, columns and spacing values) of a design you already have created. This may be required if your printout is not aligned with the paper you're using or if you want to modify the layout to work with a different paper stock all together.
To modify the layout of an existing design perform the following steps:
1. Open the design you want to modify.
2. Select File|Edit Current Layout
3. See Entering a Layout
Notes:
If you need to make adjustments due to mis-aligned printing you should enter the same values using the Edit Layouts command on the File menu so that all new designs you create will be aligned correctly without further adjustment.
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The Design Wizard allows you to create a new design from a template or from a blank layout quickly and easily. Templates are just design files with special text objects in them that are replaced with information provided by the user when the template is used. It's easy to create a new template or modify an existing one to meet your needs.
Creating a New Template
See: Creating a New Design
Once your design is created (blank or from another template) you can include any text, graphics or shapes plus an optional background in the template. These objects become part of the design, unchanged, when it is created from the template.
The following text objects are recognized by the Design Wizard as replaceable fields. These objects are replaced with the template information when a design in created using the Design Wizard. For example, if you place a text object
These objects must be in upper case.
NAME
FROMNAME
COMPANY
TITLE
ADDRESS
RETADDRESS
PHONE
ALTPHONE
OTHERPHONE
MOBILE
PAGER
FAX
EMAIL
EMAIL2
WEBSITE
COVERTEXT
INSIDETEXT
MEDIATITLE
MEDIAAUTHOR
MEDIADESCRIPTION
MEDIACONTENTS
USER1
USER2
USER3
USER4
USER5
USER6
USER7
USER8
TIP: The USER1 - USER8 objects can be renamed in the template so they appear with any label you want instead of USER1, USER2, etc. This gives your template a cleaner appearance in the Design Wizard. To rename the USER1object to Product use the following text in the template in place of USER1:
{-USER1=Product-}
After you save the template and open it in the Design Wizard you will see "Product" in place of USER1. You can repeat this process for any of the other USER objects.
Saving your Template
Select File|Save As Template
Once you have your template design created perform the following steps to save it as a template.
1. Select File|Save As Template
2. Enter a Name for the template. This must be a name that can be used as a filename so do not use any special characters.
3. Select the Template Type. This corresponds to the type of paper stock you are basing your template on and allows the Design Wizard to display your template when the corresponding stock is selected.
4. Select the Wizard Type. This tells the Design Wizard which information it should prompt for.
5. Click OK.
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Select View|Options
General Options
Prompt when deleting an object
Check this option to prompt before deleting an object from your design.
Return to the select tool automatically
Check this option to automatically return to the select tool after you use the currently selected tool. If this option is not checked the currently selected tool remains selected until you select another.
Metric Units
Check this option to use metric units in dialogs by default and on the rulers.
Show the Design Wizard when the application starts
Check this option to show the Design Wizard when the application starts.
The Design Wizard guides you through creation on a new design, quickly and easily.
Use last selected object's properties for next object inserted
Check this option to use the properties of the last selected object for the next object you insert.
For example it you select a red, bold Arial 10 pt. text object then insert another text object the text will default to red and bold with a font of 10 pt. Arial.
This is useful when you want to insert several objects that you want o look the same.
Grid Options
Grid Size
Enter the number of logical pixels between grid lines.
Display Grid
Check this option to display the grid on the screen.
Snap to Grid
Check this option to automatically align objects to the grid when they are inserted or moved.
Note: The Display Grid option does not have to be checked to use the grid.
Printing Options
Print crop marks by default
Check this option to print crop marks on the printout by default. This option can be overridden on the screen displayed before you actually print.
Crop marks are marks that are placed at the edge of the paper to show the position of each row and column to aid in cutting the stock. Use crop marks and/or corner marks (see below) as a guide when cutting your own stock.
Print corner marks by default
Check this option to print corner marks on the printout by default. This option can be overridden on the screen displayed before you actually print.
Corner marks are marks that are placed at the corner of each element to aid in cutting the stock. Use corner marks and/or crop marks (see above) as a guide when cutting your own stock.
Set printer orientation and paper size automatically
Check this option to automatically select the paper type and switch the printer between portrait and landscape orientation. The orientation is determined by the layout of the page. If you have trouble printing try unselecting this option and choosing Printer Setup on the File menu to manually select the page size and orientation before printing.
Folders
The folders page allows you to specify the starting folders to be used when opening and saving design files and when choosing graphic files. It also lets you specify the location to store the Personal Databses.
NOTE: The Base folder for databases setting specifies the base folder where the databases are stored. The Name and Addresses databases are stored in the PDB sub-folder, the Texts databases are stored in the Texts sub-folder, etc.
Instructional Tips
The Instructional Tips page lets you show or hide all Instructional Tips. Instructional Tips are displayed when certain actions are preformed to help guide you. They can be turned off individually when they are displayed. Click the Reset all Instructional Tips button to reset the tips to be displayed until you turn them off. Click the Hide all Instructional Tips button to turn off all tips.
Themes
The Themes page lets you select the theme you want to use for the user interface. Select the theme then click the Apply Theme button.
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Select View|Personal Databases
The Personal Databases are a set of databases of information for use with the design wizard and to link to you designs. Different types of templates prompt for this information so storing it in your personal databases makes it easy to access when you create a new design from a template.
Each personal database store a different type of information. For example the Names and Address database stores contact information while the Texts database stores reusable pieces of text. In each personal database you create as many categories as you wish.
WORKING WITH CATEGORIES
To add a category perform the following steps:
1. Select the database you wish to add a category to from the tabs on the left.
2. Click the button.
3. Enter the name of the new category
4. Click OK.
To delete a category perform the following steps:
1. Select the database for which you wish to delete a category from the tabs on the left.
2. Select the category you want to delete.
3. Click the button.
To change the name of an existing category perform the following steps:
1. Select the database you wish to change a category in from the tabs on the left.
2. Select the category you want to change.
3. Click the button.
4. Enter the new category name.
5. Click OK.
WORKING WITH RECORDS
To add a record to a databases perform the following steps:
1. Select the database you wish to add a record to from the tabs on the left.
2. Select the category you want to add the record to.
3. Click the Add (+) button.
4. Enter the information.
5. Click the Post (check mark) button.
To delete a record from a database perform the following steps:
1. Select the database for which you wish to delete a record from the tabs on the left.
2. Select the record from the records list.
3. Click the Delete (-) button.
To change a record in a database perform the following steps:
1. Select the database you wish to change a record in from the tabs on the left.
2. Select the record from the records list.
3. Modify the appropriate information.
4. Click the Post (check mark) button.
Also See:
Importing Data into the Names and Texts Database
Exporting Records from a Personal Database
.topic 118
To import records into the a Personal Database from a comma delimited text file perform the following steps:
1. Click the Import button.
2. Select the comma delimited text file to import.
3. Match the fields to import by selecting the field name in the left list and the corresponding field in the right list and clicking the > button.
