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Create a new template

You can create a new template from scratch.

However, if you duplicate an existing template, you'll have less customization to do to the template.

To do this task

  1. Go to the Lists menu and click Templates. Shortcut

  2. Click Templates at the bottom of the list and then click New.

  3. Select the type of business form you want to use with the new template and then click OK.

  4. Click Manage Templates and in the Template Name field, enter the name for the new template.

  5. Customize the template to suit your needs.

  6. (Optional) If you want to change the layout of the form, click the Layout Designer.

  7. View the form onscreen and in print preview.

    Look at the form onscreen and then do a print preview to see how it looks when it's printed. Since what prints on the form can be (and probably is) different from what you see onscreen when you fill out the form, consider both uses.

    To do this task

    1. Open the form onscreen to see how the template affects what you see in the form window.

      Things to think about
      • Does it have all or most of the fields you need when you fill out the form onscreen?

      • Does it have enough room for you to enter your line item descriptions?

      • If you want to print shipping labels, does it have a Ship To box?

    2. Click the Print Preview button at the top right side of the form to see how the printed form will look. (What you see onscreen is probably different from what you see when the form is printed.)

      Templates list in form window

      Things to think about
      • Does it show enough (or not too much) detail for your customers or vendors?

      • Does it have a special section, like a tear-off (remittance) section or a signature line?

      • Does it have all the information your customers or vendors need when they receive the form?

      • Will you be printing the form on an Intuit preprinted form? If so, make sure there are no lines or borders around any of the fields.

  8. Click OK to save the new template with your changes.

Now you can use the form.

7/31/2015 4:19:25 AM
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