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Creating Print Templates

Print Templates are managed from the action bar of each table. Hover over the printer icon from the table view of records, then select New HTML Template or New Word/PDF Template to create a print format which may contain text with specific fields inserted wherever you like.

For HTML based print format:

It is also possible to print records to named Word/PDF templates.

Fields that you might want to include in your print format may be something complex like embedded related tables as well as ordinary fields.

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