To access the template editor click on the “Template Editor” button from the “Main Screen”. As indicated opposite, the left side of the screen will indicate the various categories, which have been set-up. By clicking on individual categories, the templates set-up for that category will be displayed on the right of the screen.
1.0.1. Creating a New Template
A new template may be created in two ways. Firstly by selecting the new page icon on the top tool bar. Alternatively by right clicking on white space below existing templates on the right of the screen – select “New”. You will be prompted for a name, type in the relevant document name and press Enter. To open it simply double clicking on the file and the blank template will then be launched in Microsoft Word.
The “eXpd8 Power-bar” provides the user with a choice of the various elements to include in the template. These elements are under the headings of “File”, “Client”, “Contact” and “Fields”. Select the relevant drop down box, select the element required and it will be added to the template. Type the standard parts of the template, such as, “Dear Mr”, for a letter etc. Once completed, save the template. The company Logo or letterhead details may be copied and pasted into the template as required.
