Customize window

You can customize the look of your printed forms, including checks, invoices and customer statements. You edit forms using the tools and features in the Customize window, which are outlined in the sections below.

Depending on the form you are viewing, you can edit and add graphic and text elements, change fonts, insert pictures and rearrange the layout.

Toolbar icons

Fields

Click to open the Add Fields window, where you can select the data fields you want to insert. You can also select an option to include headers with each element or column you add to your form. When you have finished selecting fields, click Add. The fields will be added to the form.

Text

Click this icon to insert a text field.

 

Image

Click this icon to insert a picture field. The Open window appears. Find and select the image you want to insert an click Open.

Shapes

Click this icon and choose the shape you want to insert on the form.

 

Front

Click this icon to position a selected element in front of another element on the form.

 

Back

Click this icon to position a selected element behind another element on the form.

 

Print

Click this icon to open the Print window, where you can preview and print the form.

 

Format

Click this icon to open the Format window, where you can modify element and form properties.

 

Layout options (checks only)

In the Layout field, select the type of check layout and stub that you want to customize.

Format window

The Format window is a palette window that enables you to set up the layout of your form and define the elements on your form. You can leave the Format window open while working.

There are two tabs in the Format window: Form and Fields. The options available in the Fields tab change according to which field you select for editing.

Forms tab

In this tab you can set the layout and printing options for your form, including the page size, print options, margins and background. You can also select the grid options for the form.

If you have selected Show Grid in the Forms tab of the Format window, the layout area will display a grid that you can use to position fields and graphic elements on your form. If you have selected Snap to Grid, the top and left edges of elements that you add or reposition will be automatically placed against the closest vertical and horizontal grid lines.

Fields tab

In this tab, you can set the properties of a selected element. Options include location, size, text, fill, border and rotation.

Procedures for editing elements

Use the following procedures to modify elements on your form.

To…	Do this…
Copy and paste	1 Click an element once to select it. 2 Go to the Edit menu and choose Copy. Note that if you want to paste the element onto another form, display that form in the Customize window. 3 Go to the Edit menu and choose Paste. A copy of the element appears in the window.
Delete	Select the element and press Delete on your keyboard.
Undo last change	To undo the last change you made to the current form, click Command + z.
Move an element	Drag and Drop 1 Click the element and hold down the mouse button. The cursor changes to a hand pointer. 2 Drag the element to the desired location. Specify the element location 1 Select the element you want to move and click the Format icon. The Field Inspector appears. 2 In the Location fields, type the distance from the top and left edges of the form to the top left corner of the element. Keyboard arrows 1 Select the object you want to move. 2 Use the arrow keys on your keyboard to move the element to the desired location.
Resize	1 Click the element once to select it. Small squares, called handles, appear on the element. 2 Drag a handle to change the size of the element.
Send to back	1 Click the element you want to send behind another element. 2 Click the Send to back button ().
Bring to front	1 Click the element you want to bring in front of another element. 2 Click the Bring to front button ().

Command buttons

Save Form

Click Save Form to save the changes you've made to a customized form. Note that if you have edited a default template, the Save As window will appear. Enter a name and description for the customized form and then click OK to save the form.

Save Form As

Click Save Form As to save the form as a customized form. The Save As window appears. Enter a name and a description for the customized form, then click OK to save the form.

Cancel

Click to close the window without saving your changes.

OK

If you haven’t made any changes to a form, click OK to close the window.

Tips for this window

Related Topics

■	Customizing forms

■	Add and edit elements