Cumulus provides enhanced print options for printing records. The different combination of print options can be combined and saved as Print Templates. Print Templates make it easy to select print options that are set up for certain views or tasks. Once Print Templates have been appropriately defined to meet differing demands, the user can easily select them for printing records.
If you have the appropriate rights, you can extensively customize most templates. There are Print Templates for individual use and templates that are shared with other users. Shared templates are displayed in italics.
A Print Template defines how records will be printed. Print Templates include definitions for the document layout (page size and orientation, as well as margins) and the layout of the records to be printed. To serve as print layout for the records, you can either use a Record View Set or define advanced print settings.
The advanced print settings allow you to specify how the printed records will appear on the page. They include options for:
• the grid to be used (e.g number of rows and columns)
• the thumbnail (e.g. alignment and resolution)
• the fields to be included in the print-out of each record (including font selection)
• the header and footer text (including font selection)
• PDF creation (PDF security settings and enabling Cumulus Web Client/Sites URL-link feature)
When defining advanced print settings for a Print Template, a Preview function enables you to check the result of your settings. You can see just what a page looks like before deciding to save the template.
Print Templates can be used when printing records (File > Print.)
Print Templates are created and edited in the Preference dialog window (Cumulus /Edit > Preferences > Print Templates.)
PRECONDITIONS: To view and modify Print Templates, you must have the appropriate permissions (ServerPermissions > Print Templates Permissions.)
Cumulus /
Edit > Preferences > Print Templates.)