Working with Templates

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What is a Template?

A template is a special document meant to be used as a starting point for creating new documents. For example, a business letter template might include company address, company logo, the current date, salutation, and signature. When you open a template file you are actually starting a new document with content already in place. After opening a business letter template you would only need to add the letter body and any recipient information.

A number of ready made templates such as envelopes and label sheets can be found on the Jarte templates page.

Creating Templates

Main menu:

File > Save Other > Save As Template

Compact layout:

File > Save Other > Save As Template

Classic layout:

File Tools Panel > Save As Template

 

Templates are created just as you would create any other file. The only difference is a document that is intended to be a template must be saved using Save As Template. The resulting template file can be saved using any file format since Jarte does not need a special file format for templates.

Save As Template defaults to saving templates in Jarte's Templates folder. Advanced setting Templates Folder can be used to change the default templates folder. However, you can save a template to any folder you wish.

 

Using Dates in a Template

Main menu:

Insert > Insert Date

Compact layout:

Insert > Insert Date

Classic layout:

Insert > Insert Date

 

If a template document contains a date created by using Insert Date then the date will always appear as the current date whenever the template is used to start a new document. This is useful for use in templates such as letters where the appearance of the current date is often desirable.

If a static date is desired in a template then the date should be entered manually via the keyboard rather than by using Insert Date. A static date will always be the same each time the template is used to start a new document.

Modifying Templates

Main menu:

File > Save Other > Save As Template

Compact layout:

File > Save Other > Save As Template

Classic layout:

File Tools Panel > Save As Template

 

A template can be modified by opening and editing it just as you would any other file. However, you can not save the changes using Save because the template opens as a new document. Instead, you must save the template changes using Save As Template to save document back to the original template file name and location.

Creating Documents from Templates

Main menu:

File > Favorite Files > Templates

Compact layout:

Favorite Files > Templates

Classic layout:

File Tools Panel > Favorite Files > Templates

 

A new document can be started from a template simply by opening the desired template. Jarte includes its Templates folder in the Favorite Files list by default. If you keep your templates in the Templates folder then a document can be started from a template by selecting the Templates folder in Favorite Files list and then selecting the desired template.







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