Skip to main content

Set the font, page size and orientation in Doc Designer

Choose the default font, paper size, orientation and margins for a template you've created.

Written by Heather Worthington

The Template tab sets the default font and page layout for everything in a template. You can still change the font for individual components. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.


Change the font, page size and orientation

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click the transaction type you want to edit, for example Purchase Orders.

  3. In the Document tab, use the Template Name drop-down menu to select the template you want to edit.

  4. Click the Template tab.

  5. Use the Font Name drop-down menu to select the default font:

    • Arial Unicode MS.

    • Cambria.

    • Times New Roman.

    • Verdana.

  6. Use the Font Size drop-down menu to select a size from 6 to 20.

  7. Use the Document Size drop-down menu to select A4, Letter or Custom.

  8. Use the Orientation drop-down menu to select Portrait or Landscape.

  9. Click Save Now, then click Publish.

Set the orientation, font, and size for your Doc Designer template.


Set a custom page size

A custom size suits documents such as address labels, assembly job cards and custom labels.

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click the transaction type you want to edit, for example Purchase Orders.

  3. In the Document tab, use the Template Name drop-down menu to select the template you want to edit.

  4. Click the Template tab, then select Custom in the Document Size drop-down menu.

  5. Enter the page Width and Height.

  6. Enter the Top, Bottom, Left and Right margins.

  7. Click Save Now, then click Publish.

Dimension

Range in cm

Range in inches

Width

1.0 to 21.0

0.39 to 8.27

Height

1.0 to 29.7

0.39 to 11.69

📌Note: Dimensions and margins on templates use either centimetres or inches, depending on the Measurement Units set in your Company settings.

Did this answer your question?