“Setting Up a Document to Use as a Custom
Template” on page 266
Setting default attributes for text boxes, shapes,
tables, charts, and images
“Defining Default Attributes in a Custom
Template” on page 267
Adding text and media placeholders
“Creating Placeholders in Custom Templates” on
page 270
Creating template sections others can add to
“Adding Sections to a Custom Template” on
page 271
Accessing your template in the Template Chooser “Saving a Custom Template” on page 272
Setting Up a Document to Use as a Custom Template
The first step in setting up a document as a template is to set up the overall size and
shape of the document.
Here are ways to set up general document attributes:
Set paper size and orientation.
m
Consider the paper size and orientation that will be used for the finished document.
For example, if you are creating a template for envelopes, make sure that you have
selected the correct envelope size (or created a custom size) before you proceed with
further document design. To learn about setting the paper size and orientation, see
“Setting the Paper Size and Orientation” on page 253.
Set page margins.
m
Define the body text area and header and footer text areas. If your document will
be bound, you can set different margins for right- and left-facing pages. Document
margins are set in the Document inspector. For more information, see “Setting
Document Margins” on page 46.
Set up the format of headers and footers.
m
Define recurring text and graphics you want to appear at the top or bottom of pages
in the document. See “Using Headers and Footers” on page 54 for instructions.
Place master objects.
m
Add watermarks, logos, or other background images so they appear in the same spot
on every page of your document. See “Using Master Objects (Repeated Background
Images)” on page 63 for details.
Add alignment guides.
m
Create alignment guides to help place floating objects in the same position on different
pages. See “Creating Your Own Alignment Guides” on page 162 for instructions.
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Chapter 13
Designing Your Own Document Templates
Chapter 13
Designing Your Own Document Templates
267