System ➔ General ➔ Settings ➔ Document settings
You can create document layouts to be used in your administration apart from using the template layouts that are predefined by Exact Globe Next.
The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this at the menu bar and you will see the following options:
Click this to create a layout.
Click this to open an existing layout, edit an existing layout, or create a layout based on an existing layout.
Click this to close a layout.
Click this to save the new layout or the changes made to an existing layout.
Click this to save the layout under a new name.
Click this to import a layout from another source. By default, the source is set to the Exact Software/USR folder. You can only import a layout with the same file type stored in this folder.
Click this to export an opened layout to another location. By default, the export location is set to the Exact Software/USR folder.
Click this to delete a layout. You can only delete own-created layouts and not template layouts.
Click this to print the opened layout.
Click this to see a print preview of the opened layout.
Click this to exit.
Click this at the menu bar to display the following layout editing functions:
Mouse over this to insert the required features as described in the following:
Click this to delete the selected part(s) of a layout.
Click this to copy the selected part(s) of a layout.
Click this to paste the part(s) which you have copied earlier.
Mouse over this to display the font editing options. You can change the font type and size of the selected text. You can also set the selected text to bold, italic and/or underlined.
Click this to edit the settings for blocks. The settings determine whether the blocks will be displayed on the first page, subsequent pages, and/or the last page of the layout.
Click this to edit the settings for the layout. Among the items to be set include description of the layout, and the language used for description of the layout. The items which can be set in layout settings depend on the layout you open.
Click this if you want the selected image in the layout to be displayed in its original size after you have changed the size.
Click this to see if there is any field from several blocks that overlap each other. For example, the invoice layout has fields from the item block and the text line block that are overlapping. By clicking Show underlying field, you can see the underlying field.
Click this to select all the fields in the layout.
Click this at the menu bar to display the layout viewing functions, as described in the following:
Click this to set the visibility of the blocks in the layout. With this function, you can remove whichever block that you do not want to see in the layout. By default, all the blocks are selected for visibility. Click on any of the selected blocks to remove the selection of the block(s), so that they will not be displayed in the layout. To make the block(s) visible again, click on the block(s) to select the block(s).
Mouse over this to display the grid functions. Click Draw to draw grids and/or click Use to use grids in the layout.
Click this at the menu bar to display all the window options, such as:
Click this to cascade all the opened layouts. All the windows will be placed in a cascading position, overlapping each other.
Click this to arrange all the opened layouts below or beside each other. All the windows will not overlap.
Click this to ensure all the opened layouts can be minimized, restored, maximized and closed with the available icons on the top right corner of a window.
Click this at the menu bar to display the help options.
Click this or press the F1 key to read the online help documents regarding the topics on layouts.
Click this to view the information about Exact Globe Next, the license, the company, applications used, and add-ons if available.
Click this to open an existing layout or edit an existing layout or to create a layout based on an existing layout.
Click this to see the print preview of the opened layout.
Click this to delete the selected part(s) of the layout.
Click this to copy the selected part(s) of the layout.
Select the font type for the selected field(s) in a layout.
Select the font size for the selected fields(s) in a layout.
Click this to bold the text of the selected field(s) in a layout. To remove the bold effect, click again at the selected bold text.
Click this to italicize the text of the selected field(s) in a layout. To remove the italic form, click again at the selected italic text.
Click this to underline the text in the selected field(s).
Click this to read the online help documents regarding topics on layouts.