Concept: Editing Document Layouts in Docs for Layouts
This table summarizes some of the actions that you can take when editing document layouts. For more details, see the Docs for Layouts User Guide, which you can access from the Docs for Layouts user interface by clicking
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> User Guide
.Action | Description |
|---|---|
Manage document settings | Click the Document Settings icon on the left side of the editor to open the right panel. You can edit the:
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Insert headers and footers | Click the Headers icon or Footers icon on the left side of the editor and then click Insert Header or Insert Footer .
Insert a text, image, table, or horizontal line element and use the Format tab in the right panel to format it. To move a header or footer up or down, click an arrow to the left of the header or footer, or select Move Up or Move Down from the related actions menu in the right panel.To delete a header or footer, first click any area outside of the header or footer. Then select Delete Header or Delete Footer from the related actions menu in the right panel. |
Insert page numbers | Select the text or table element in the header or footer where you want to insert the page number.
Click the Page Numbers icon in the toolbar and select Current Page and/or select Total Pages . |
Insert pages | The page area automatically extends when you add content in a document layout and, when you print the document, page breaks are automatically created. To manually add a new page, click Add New Page at the end of a layout below the existing content. New pages are added at the end of a layout; you can’t insert pages in between other pages.To delete a page, click the page to delete. From the Format tab in the right panel, click Delete . |
Insert background images | Select Insert > Background Image and select the page where you want to insert the background image. Click Select Image , choose the image, and click Save .
To have a background image display on multiple pages, you must manually add a new page and then add the background image to each page separately. To delete a background image, select Insert > Background Image and click Delete Background Image . |
Insert text, tables, and images | Click the Insert Text , Insert Table , Insert Image , or Insert Horizontal Line icon on the left side of the editor.
Move the cursor over the top, bottom, or side edge of an existing element. A blue indicator displays to show the locations where you can click to insert the element. To delete an element, select it and click Delete from the Format tab in the right panel.To move an element, select it and click Move from the Format tab in the right panel. Move the cursor to the new location and click to place the element. |
Insert dynamic data fields | Click in the text area of a text or table element. From the Dynamic Data tab in the right panel, click the + icon next to the data field that you want to insert. The data field displays in the element as text with a dotted underline and green background.
To delete a data field, select it and press the Delete key.To replace all instances of a data field with a different one, locate the data field in the Dynamic Data tab in the right panel. From the related actions menu next to the data field in the panel, click Replace All . Then locate the new data field to insert and click the Replace Data icon. |
Insert dynamic check boxes | Click in the text area of a text or table element and click the Check Box icon in the toolbar. Select the boolean data field for the check box and click Insert . The check box displays in the layout as checked with a green background.
When you print the document layout, the check box will display as checked (true) or unchecked (false) depending on the data field it is associated with. To delete a check box, click it and then press the Delete key. |
Insert dynamic images | You can insert a placeholder for an image that is associated with a data field, such as an employee photo. Image placeholders are contained within their own element and can be placed anywhere on the page like a text, table, and image element.
Locate the dynamic image in the Dynamic Data tab in the right panel and click the Image Placeholder icon (a square with + sign) next to the image that you want to insert. Move the cursor over the top, bottom, or side edge of an existing element. A blue indicator displays to show the locations where you can click to insert the image placeholder. The image placeholder displays as an empty rectangle with a green background. To delete an image placeholder, select it and click Delete from the Format tab in the right panel. To move an image placeholder, select it and click Move from the Format tab in the right panel. Move the cursor to the new location and click to place the image placeholder. |
Apply a condition rule | If the report associated with the document layout has boolean (true/false) data fields, those fields are automatically available for you to use as condition rules and you can apply them in the layout to show and hide content. You can also use the numeric, text, self-referencing, and single instance data fields in the report to create custom condition rules. If the condition is true when the document is generated, the conditionalized content displays, and if the condition is false, the content is hidden.
To apply a condition rule to content, select the text or element. From the Conditions tab in the right panel, click the + icon next to the condition that you want to apply. The colored eye indicator that displays next to the condition matches the background color of the text or element on the page where you applied it. Click the eye indicator to show or hide the associated content on the page. |
Insert subtotal values | You can group and subtotal data in a table that includes repeating data rows and numeric or currency data fields. When you create the table row, insert the repeating data field to group by in the first column and insert a numeric or currency data field to subtotal by in the last column. Then select the table row you want to subtotal and click the Subtotal Repeating Row toggle in the Format tab on the right panel. |