Create a New Document Design

Q: How do I create a new Document Design?

1. Open Document Designer

1. Open Document Designer

From the menu bar, Click on Tools and select Document Designer.

2. Create a New Design

2. Create a New Design

Select File > Create New Design.

3. Enter New Design Information

3. Enter New Design Information
  1. Insert a name for the new design
  2. Specify whether this will be a copy of an existing document, or a blank document
  3. If this new design is a copy of another document, specify which document

4. Insert Information on the Design

4. Insert Information on the Design

Information may be added to the document.

  1. Insert Header if needed.  Select Edit > Edit Header
  2. Insert Free Text as desired
  3. Enter Data Commands if necessary from the Data Items menu item
  4. Enter Tables if necessary

5. Insert Data Commands if Necessary

5. Insert Data Commands if Necessary

Click Data Items from the menu bar.

Select information to be pulled from the chart onto the document design in a command format.

6. Insert Tables if Necessary

6. Insert Tables if Necessary

Click Table from the menu bar.

Select Insert Table.

7. Save the Changes

7. Save the Changes

From the menu bar, select File > Save.

8. Close Document Designer

8. Close Document Designer

Click the Close button.