Edit Document

Accessing this Interface

From the 'Edit Document' portion of the Manage Library interface, select the 'Edit' icon.

Interface Overview

Use this interface to edit/create a document.


Advanced

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Users of this interface should consider themselves very comfortable using a computer to edit and modify documents. If you do not feel like this describes you, we recommend that you solicit the help of your technology manager, or drop us a Support Ticket requesting assistance.


Interface Breakdown

Use the top tool bar to add different elements to the page. When an element is selected, the different properties associated with the element appear in the left pane.

Adding an Element to a Document

In this example we will be adding a 'static text' Title to our document.

  1. Select the 'Static Text' element from the Toolbar.
  2. This will add a 'static text' element to your document. Use the squares around the element to re-size the element and drag the element to the position you wish on the document.
  3. Each element you add to your document contains several properties which are defined, and can be edited, in the 'Properties' panel. Let's explore the options for our 'static text' title now.This is an example of the 'static text' property panel before any editing to the element.

    And an example of the properties after we've edited them some.

And now the definitions of each property item and the result of our edit.


Notice

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These definitions are for the 'static text' element. Each element type may contain it's own property types.


  • Name - Use this to assign a name to each element. This will be helpful when trying to quickly edit a document later, or if you need to refer to an element using Naming Formulas.
  • x - refers to the x-axis value of the placement of an element. (0 represents the left of the document.) Edit this property by setting the 'number of pixels away from' 0.
  • y - refers to the y-axis value of the placement of an element. (0 represents the top of the document.) Edit this property by setting the 'number of pixels away from' 0.
  • Width - represents the width of the element.
  • Height - represents the height of the element.
  • Font - the type of font for the selected element.
  • Font Size - the size of font for the selected element.
  • Font Bold - use to select whether or not the font will be bold.
  • Font Color - choose a color for the font. (See the note about colors below.)
  • Text/Body - Modify the text value of the element.
  • Text Align - horizontal text alignment value (left, center, or right)
  • Vert Align - vertical text alignment value (top, center, or bottom)
  • Transparent - background transparency (yes/no)
  • BG Color - Set the background color of the element if transparent = no.
  • Border Width - the value of the border width in pixels.
  • Border Color - the color of the border. (See the note about colors below.)
  • Locked - Set to yes to prevent the element from being moved or edited.
  • Print - Set to no to prevent the element from showing up during printing.

Notice

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Color values are represented using a hexadecimal notation that is common in web design. Please find additional information concerning web colors by clicking these words.


The result of our edit is...

...a somewhat centered box with a black border, some large fancy text, and a loud pink background. This may not be a result that you will seek exactly, but at least you get an idea of how to modify element features with the property panel.


You can continue adding elements to your document until you have replicated the paper forms that you're accustomed to, and then your members can search for, fill out, sign, and submit the document back to you electronically.


It will take some practice, but once you've experimented with some of the different elements available, you'll be generating professional looking documents with ease!

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