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        Templates: General features and functions

        • Organization information shown in documents

        • About template variables

        • Template content and formatting

        • Header templates and footer templates

        • Make a header template or a footer template

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  7. Templates: General features and functions

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Templates: General features and functions

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Template content and formatting

When you make a template or change its information, ezyVet shows an template editor. Use the template editor buttons to add different types of content and formatting to the template.

Figure 1. Editor buttons

Editor buttons
The sections that follow give information about the editor buttons and functions.
Note: The editor also shows when you make a standard operating procedure.
Note: These template types do not use the editor:
  • SMS templates
  • Postcard templates
  • Clinical templates
  • Phone templates
  • In-person templates
Tip: To show more of the editor area, select the maximize button:
The maximize button

General text formattingCopy

ButtonsFunction
Buttons for general text formattingUse these buttons to add these types of text formatting:
  • Bold
  • Italic
  • Underline
  • Strikethrough
  • Subscript
  • Superscript
Tip: To remove all text formatting, select the remove formatting button:
The button that removes formatting
Button to add a quoted styleSelect to change the text to a quoted style.
Button to change text colorSelect to change the text color.
Button to change text background colorSelect to change the text background color.
Buttons that control text alignmentUse these buttons to:
  • Set left-aligned text
  • Set center-aligned text
  • Set right-aligned text
  • Set justified text alignment
Buttons to change text style propertiesUse these buttons to change many text style properties at the same time.
Buttons to change font and font sizeUse these buttons to change the font and the font size.
Button to add a horizontal lineSelect to add a horizontal line.
Button to add a special text characterSelect to add a special text character.
Button to add a page breakSelect to add a page break.
Note: ezyVet shows the full page break when you make a document that uses the template.
Tip: To quickly show the page break, select SAVE AND PREVIEW:The Save and Preview button

Ordered lists and unordered listsCopy

ButtonsFunction
Buttons that add lists and control item indentationUse these buttons to:
  • Add an ordered list
  • Add an unordered list
  • Change the indentation of a list item

Selectable listsCopy

You can add a list that has selectable items:
A list of selectable items
To add the list, first select the selectable list button:
The button to add a selectable list
After you select the button, ezyVet shows a Selection Field Properties dialog box that you can use to:
  • Enter the text of each list item
  • Change the sequence of the list items
  • Set the list item that ezyVet automatically selects
Figure 2. The Selection Field Properties dialog box

The Selection Field Properties dialog box
Note: ezyVet shows the selectable list when you use presenting mode with a document that uses the template. ezyVet does not show the selectable list when you make a template that uses the selectable list.

LinksCopy

To add a webpage link, first select the link button:
The button to add a link
After you select the button, ezyVet shows a Link dialog box that you can use to:
  • Enter the link text shown by the document
  • Add the address of the applicable page
Figure 3. The Link dialog box

The Link dialog box
Tip: To remove a link, first select the link. Then, select the remove link button:
The button to remove a link

Anchor linksCopy

Use an anchor link to make a link to a different location in the document.

Each anchor link uses a related source link. The source link gives the initial link that a person selects to go to the anchor link.
Figure 4. The anchor link button

The anchor link button

A table of contents is a good example of when to use anchor links. Each entry in the table of contents is a source link for a related anchor link. Each anchor link is the applicable location in the document.

Note: For more information, refer to Make an anchor link.

CheckboxesCopy

You can add checkboxes to a template:
A list of selectable items
To add a checkbox, select the checkbox button:
The button to add a checkbox
After you select the button, ezyVet shows dialog box that you can use to control if the checkbox is automatically selected:
The Checkbox Properties dialog box

Text boxesCopy

You can add a text box a template:
An example text box
Persons can use a text box to easily enter text content. To add a text box, select the text box button:
The button to add a text box
After you select the button, ezyVet shows a Text Field Properties dialog box that you can use to set:
  • The width of the text box
  • The maximum number of characters that a person can enter in the text box
Figure 5. The Text Field Properties dialog box

The Text Field Properties dialog box
Note: ezyVet shows the text box when you use presenting mode with a document that uses the template.

TablesCopy

To add a table, select the table button:
The button to add a table
Note: For more information, refer to Template table formatting.

ImagesCopy

To add an image, first select the image button:
The button to add a link
After you select the button, ezyVet shows an Image Properties dialog box that you can use to:
  • Enter the address of the image
  • Set the image dimensions
  • Set a border
  • Set the image alignment
Figure 6. The Image Properties dialog box

The Text Field Properties dialog box
Note: You cannot upload an image directly to a document or a template. You must use the address of the image to add the image. As an alternative, you can use a template image.
Parent topic: Templates: General features and functions
Related concepts
  • Organization information shown in documents
  • About template variables
  • Header templates and footer templates
  • Template groups
Related tasks
  • Make a header template or a footer template

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ON THIS PAGE

  • Template content and formatting

    • General text formatting

    • Ordered lists and unordered lists

    • Selectable lists

    • Links

    • Anchor links

    • Checkboxes

    • Text boxes

    • Tables

    • Images

ezyVet

Last updated: June 11, 2024

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Related Articles:

  • Templates: General features and functions
  • Organization information shown in documents
  • About template variables
  • Header templates and footer templates
  • Make a header template or a footer template
  • Template groups

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