Difference between revisions of "Layout Designer"

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m (moved PDF Layout Designer to Layout Designer: Changed name to reflect change in software.)
 
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It is recommended that you read [[PDF Section Designer]] before proceeding with the steps outlined below.
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If you wish to insert a new section into a custom layout, it is recommended that you follow the directions in '''[[Section Designer]]''' before proceeding with the steps outlined below.
  
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1) Click the Reports icon.
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1) Click the '''Reports''' icon.
  
 
[[file:Reports_icon.png‎]]
 
[[file:Reports_icon.png‎]]
  
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2)  On the View or Create a PDF tab, highlight your custom layout in the list.
 
  
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[[file:View_or_Create_PDF_with_Custom_AAP_selected.png‎]]
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2)  On the '''Documents''' tab, highlight your custom layout in the list.
  
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3)  Then click on the PDF Layout Designer tab.  The left side of the screen shows all available sections that can be added to your Custom PDF Layout.  The right side of the screen shows all the sections currently included in your Custom PDF Layout, in the order they will be created.
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[[file:Reports-Documents Custom AAP 8-8-14.png]]
  
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[[file:PDFLayoutDesigner.png‎]]
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3) Click on the '''Layout Designer''' tab.
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:a. The left side of the window shows all available sections that can be added to your custom document layout.
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:b. The right side of the window shows all the sections currently included in your custom document layout in the order in which they will appear in the published document.
  
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4) To add an available section to your Custom PDF Layout, highlight it on the left side then push the [[file:Right_Arrow_Button.png‎]] button to include it into your Custom PDF Layout.  It will automatically appear on the bottom of the list on the right side of the screen. 
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[[file:Layout Designer Tab.png‎]]
  
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5) To re-order the sections, put your mouse on the gray box to the left of the section you want to move until it turns into a double arrow cursor When your cursor turns into a double arrow, click and drag section to desired position.  Releasing the mouse when section is in the order you want will move the section to that spot.
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4) To add an available section to your custom document layout, highlight it on the left side and then push the right-pointing arrow button to incorporate it into your custom document layout. It will automatically appear on the bottom of the list on the right side of the window.
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5) To re-order the selected sections:
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:a. Hover your mouse over the gray box to the left of the section you want to move:
  
 
[[File:Move up-down Arrow.png]]   
 
[[File:Move up-down Arrow.png]]   
  
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6) To remove a section, highlight unwanted section in the list on the right side, then click the [[file:Left_Arrow_Button.png‎]]  button to remove it from your custom layout.
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:b. When your cursor turns into a double arrow, click and drag the section to the desired position. Release the mouse when the section is in the desired location.
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6) To remove a section, highlight it in the list on the right side, and then click the left-pointing arrow button to remove it from your custom layout.
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7) Changes are saved automatically; there is no “Save” button.
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8) When the layout of your custom document is completed, click on the '''Documents''' tab to publish your custom document. Highlight your custom document in the list under the document list and click '''Publish''' for either the Adobe Acrobat or Microsoft Word Publish.
  
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Changes are saved automatically - no need to push a save button!
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Please continue to [[Publish Your Reports]].
  
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7) When you [[Print Your Reports]], highlight your custom PDF in the list.
 
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 16:00, 14 December 2015

If you wish to insert a new section into a custom layout, it is recommended that you follow the directions in Section Designer before proceeding with the steps outlined below.

1) Click the Reports icon.

Reports icon.png


2) On the Documents tab, highlight your custom layout in the list.

Reports-Documents Custom AAP 8-8-14.png

3) Click on the Layout Designer tab.

a. The left side of the window shows all available sections that can be added to your custom document layout.
b. The right side of the window shows all the sections currently included in your custom document layout in the order in which they will appear in the published document.

Layout Designer Tab.png


4) To add an available section to your custom document layout, highlight it on the left side and then push the right-pointing arrow button to incorporate it into your custom document layout. It will automatically appear on the bottom of the list on the right side of the window.

5) To re-order the selected sections:

a. Hover your mouse over the gray box to the left of the section you want to move:

Move up-down Arrow.png

b. When your cursor turns into a double arrow, click and drag the section to the desired position. Release the mouse when the section is in the desired location.

6) To remove a section, highlight it in the list on the right side, and then click the left-pointing arrow button to remove it from your custom layout.

7) Changes are saved automatically; there is no “Save” button.

8) When the layout of your custom document is completed, click on the Documents tab to publish your custom document. Highlight your custom document in the list under the document list and click Publish for either the Adobe Acrobat or Microsoft Word Publish.

Please continue to Publish Your Reports.


© Copyright Yocom & McKee, Inc.

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