Index

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
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
Click this icon, then click on the form to insert a text field. A new field will appear, called ‘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/Picture
Click 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.
To delete a picture field, select it and choose press Delete or Backspace.
Insert Rectangle
Click this icon, then click and hold the mouse button to drag the rectangle cursor (a large +) across the layout part of the window. When the rectangle is the right size, release the mouse button.
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
Click this icon, then click and hold the mouse button and drag the cursor on your form to draw a horizontal or vertical line. When the line is the right size, release the mouse button.
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
Click to undo your last action. Click twice to redo your last action.
Send to Back
Click this icon to position a selected element behind another element on the form.
Bring to Front
Click this icon to position a selected element in front of another element on the form.
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.
Form Preview button
Click this icon to open the Print Preview window, where you can view how the form will look before you print.
Layout menu (checks only)
From the Layout menu, select the type of check layout and stub that you want to customize.
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 Backspace or Delete on your keyboard.
Undo last change
To undo the last change you made to the current form, either click the undo button () or press Ctrl + 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. In the example below, the [Invoice #] data field is being dragged below its original position.
Specify the element location
1
Double-click the element you want to move. The Field Properties window 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
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Customizing forms
■
Adding and editing elements
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