Getting started: Document designer

As a document designer, these tasks will help you get started on designing documents per your organization requirements.

The following figure summarizes some of the tasks involved. Before you begin, designing, you must connect to a data source schema, see Adding data source schema. Click any area of the diagram to see more information.

Formatting template elementsYou can format the elements that you have placed in the template. You can use the Properties view to complete the task.

Review the Template development process topic to understand how the template designing process evolves.


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