Adding text to a document layout

Watch this video to see how to add text to a document layout or follow the steps below it.

Navigate to the correct window

  1. Navigate to System / Printing and Utilities / Form Layouts / Form Designer.

Select the document layout

  1. Click the Open button.
  2. Select the appropriate document layout from the dropdown list.
  3. Select the layout name from the Layout Name dropdown list.
  4. Click the Accept button.

Add the text block

  1. Click on the Text button.
  2. Enter the desired text in the Enter Text text box.
  3. To make changes to the desired font by clicking on the Select Font button.
  4. Select the desired font, font style and size, and click on the OK button.
  5. Click the Accept button.

Place the text block

  1. Place the text block in the desired location, by left-clicking once.

Save your changes and exit

  1. Once you are done, click the Save button to save your changes.
  2. Click the Close button.
  3. The following message box will appear: Are you sure you want to exit? Click the Yes button.
Positioning the text block

When dragging a text block, a black cross will appear in the top left-hand corner. This indicates that the text block is able to be saved on this relevant place in the form. However, if the top left-hand corner has a circle with a line drawn through it, this indicates that the text block cannot be saved on the relevant area and should be moved to a suitable area.

Snap to grid

By right-clicking on a text block, the option of Snap to Grid will appear. Click on this to open a window that states the following: Select one of the following character to grid alignment options.

The four options are as follows:

First character – this option moves the first character of the text block towards the nearest grid line.
Last character – this option moves the last character of the text block towards the nearest grid line.
All characters – this option places each character in its own grid box.
None – this option makes the text block not snap to any grid.
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