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.
Toolbar icons for Mac
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 
ImageClick this icon to insert a picture field. The Open window appears. Find and select the image you want to insert an click Open.
Shapes 
Front 
Back 
Print Click this icon to open the Print window, where you can preview and print the form.
FormatClick 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.
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.
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.
Toolbar iconsfor Windows users
Add New Data Field/Column Click to open the Select from List window, where you can select the data fields you want to insert.
Add New Text Field Double-click the text field to open the Field Properties window - Text Field. You can type your text and edit the properties of the field. To delete a text field, select it and press DELETE or BACKSPACE.
Insert Graphics/PictureClick this icon, then click on the form to insert a picture field. Double-click the field to open the Field Properties - Picture window, where you can select the picture you want to insert, for example, your company logo.
Insert Rectangle To change the size, location or thickness of a rectangle’s border, double-click the rectangle. The Field Properties - Rectangle window appears. Make your changes and click OK.
Insert Line To change the thickness or position of a line, double-click the line. The Field Properties - Line window appears. Make your changes and click OK.
Undo 
Send to Back 
Bring to Front 
Change Fonts Click this icon to open the Text Format window, where you can change the text in the selected field.
Form Properties Click this icon to open the Form Properties window, where you can modify the margins, size and layout of your form. Use the Options tab in this window to display or remove the layout grid, and to add or remove a background graphic.
Print buttonClick this icon to open the Print Preview window, where you can view how the form will look before you print.
Layout menu (checks only)
Note that if you want to paste the element onto another form, display that form in the Customise window.
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Select the element and press Backspace (Windows) or Delete on your keyboard.
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To undo the last change you made to the current form, either click the undo button (
 ) or press Ctrl + z(Windows)right click Command + z(Mac). |
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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.
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.
If you haven’t made any changes to a form, click OK to close the window.
