A Print Template stores a specific combination of print options. It can be used when printing records. Print Templates are created and edited in the Preference dialog window ( Cumulus / Edit > Preferences > Print Templates.
Header (1 -7)
1 Displays the selected Print Template.
2 Displays a list of available Print Templates for selection. Shared Print Templates are displayed in italics.
3 Opens the Properties dialog for the selected template – providing two tabs. On the Description tab you may enter or modify language-specific display names and descriptions. The Sharing tab allows you to define whether you want to share the template with others. Additionally you may restrict the usage to specific users or roles.
4 Opens a dialog to create a new Print Template by copying the selected one.
5 Opens a dialog to rename the selected Print Template.
NOTE: When renaming shared templates, remember to update users’ permissions for the template.
6 Deletes the selected Print Template.
7 Sets the selected Print Template as default.
Document Settings Tab (9 - 10)
The Document Settings tab defines the layout for the entire document.
8 Paper Setup settings define the paper size: either a standard size or a custom size for which the width, height and measurement unit can be defined.
NOTE: The Units selected here refer to all measurements of the template.
9 Orientation defines the orientation for the output (portrait or landscape).
10 Margins settings define the margins for the page layout.
Layout Tab
The Layout tab defines the layout for the printed records. You can either use a Record View Set for the layout, or define advanced print settings.
Layout Definitions
11 If activated, a Record View Set is used for the layout. If Record View Set Defines Layout is activated, you can choose:
12 The current Record View is used for layout.
13 A specific Record View from a a specific Record View Set is used for layout. You can select the Record View Set and the view to be used.
NOTE: If a Record View Set defines the layout and if you have activated the print option Print Entire Assets as Thumbnails in the Printing tab and set the thumbnail size to 1024 in the Display tab of your User Settings, the records’ thumbnails will be printed in high-resolution, so the printouts can serve as contact sheets. This may take a while as each of the thumbnails has to be created.
14 If activated, you can define Advanced Print Settings for the layout. If Advanced Print Settings Define Layout is activated, you can:
15 Select the item you want to define for layout.
Advanced Print Settings
If Advanced Print Settings Define Layout is activated on the Layout tab, you can define various layout options. The options are grouped by topic items and represented by icons.
Select the corresponding icon to define your layout.
• Grid
The grid determines how many records can be printed on one page.
Grid Layout
The number of columns and rows defines the amount (and size) of cells. Each cell contains a record. The grid shrinks to fit into the space left by the defined margins and spacing.
• Background Color: Determines the background color for the entire pages except the areas around the image and for the field information. (See also “Background Colors”.)
• Draw Border around Each Cell: Activate this option to have a frame drawn around each cell.
• Images
Each image, regardless of size, is scaled in proportion to fit to one cell.
Printed Image Options
• Alignment: Determines the alignment point for the image with respect to the cell.
• Use entire assets at: Determines whether the entire asset should be used for printing and the highest resolution an image should be printed with. (The resolution for the printout cannot be higher than that of the original.) Using the thumbnails is faster but using the entire assets lets you choose the dpi and so you can decide on the quality. Using the entire assets also lets you choose the JPEG quality.
• Use thumbnails: Determines whether the thumbnail should be used for printing an image.
• Apply Asset Action: Activate this option to select an Asset Action to be performed, e.g. to watermark printed thumbnail
• Draw border around each image: Activate this option to have a frame drawn around each image.
• Fields
Fields Shown
Under Fields Shown define the fields which values you want to have included in the printout.
To add fields click Add. This opens a list of available fields.
To define the display properties of a field, select the field and click Properties.
Additional Properties
Properties concerning the layout of all displayed fields are set under Additional Properties.
• Alignment: Determines the display position for record field values – depending on Show Field Names activated or not. If Show Field Names is activated, the alignment point is the ending of the longest field name.
• Align to Image: Determines the display position with respect to the image.
• Show Field Names: Activate this option to have the field names displayed along with the field value.
NOTE: Space for Displaying Field Information Each image is scaled in proportion to fit to one cell. Only the space left in a cell is used to show field information. Take this into consideration when selecting the fields and defining their display properties. The image takes precedence over the field information. If an images fills a cell, the record field information will not be shown.
• Header and Footer
The header and footer are printed at the top or bottom of each page throughout the print output. Headers and footers can include individual text and automatic text – for example, page numbers, the date, the catalog's name, or the user name. The text can be formatted.
1 Opens a dialog for defining the font attributes for the selected text.
2 Applies bold formatting to the selected text.
3 Applies italic formatting attribute to the selected text.
4 Applies underline formatting to the selected text.
5 Open a menu to select a placeholder for inserting automatic text or a small image at cursor position in the header or footer text. Automatic text is provided for common header or footer items, such as running total page numbers (Page 1 of 10), time and date. You can also include the name(s) of the catalog(s), the Login name of the user who uses the Print template or the name of the computer running your Cumulus Server.
NOTE: You can also define your own placeholders for headers and footers. If you enter a word beginning with the % character (e.g., %project), Cumulus will open a dialog that asks you to fill this placeholder when a print process is started that uses this template.
6 Ruler that displays the tab stop positions and right document margin. The measurement unit for the ruler is the unit selected in the Document Settings. To insert a tab stop, click on the position where you want it. To move a tab stop, drag the tab marker to the right or left on the horizontal ruler.
• PDF Options
Cumulus requires no additional software to generate print output as PDF. The generated PDF documents can even include links to access the records via Internet. If you have a Cumulus Web Client installation, you can take advantage of the URL-link feature.
To allow the creation of a PDF document, you must activate the Allow PDF Printing option in a Print Template. This enables a user to choose the Print to PDF option when the template is selected for printing. If the user chooses Print to PDF and the Allow changes to PDF settings when printing option was set in template, the dialog PDF Print Settings opens where several PDF options can be determined. The further PDF Print Options set in the template serve as pre-settings which can be changed in this dialog.
Chart on PDF options interrelations
For PDF creation the following options can be pre-set in a Print Template:
• Allow Web Solutions URL-Link Feature If the records derive from catalog(s) that are published on the Internet, you can use this option to include links to the records in the PDF.
• In the field Web Solutions Base URL enter the path to your Cumulus Web Client installation application: http://[Web server address]/webclient for Web Client (e.g.: http://123.45.67.89:8080/webclient).
• Embed user comments as annotations If activated, user comments contained in the selected records are embedded into the generated PDF file as PDF annotations.
• Enable PDF Security When creating PDF files you can use password security to add restrictions that can prevent a file from being opened, printed or edited. Passwords can only be set when creating the PDF document. (For details, see “Record Printing to PDF with Cumulus” .) For details on the PDF security options that can be pre-set with a Print Template, see table below.
PDF security options that can be pre-set in a Cumulus Print Template are:
PDF Security Option
If the option is activated, users can
Allow printing in high resolution
print the document in any resolution
Allow printing in low resolution
print the document at resolution no higher than 150-dpi
Allow document changes
change the document (including assembling and filling in forms as well as adding digital signatures)
Allow document assembly
assemble the document (insert, rotate, or delete pages as well as create bookmarks or thumbnail pages), even if Allow Document Changes is not set.
Allow content copying or extraction
copy and extract document’s contents (text and graphics)
Allow content copying or extraction for screen readers
use screen reader devices for copying or extracting document’s contents only. Visually impaired users are allowed to read the document with screen reader devices in any case. This option adds the permissions to copy and extract.
Allow modifying annotations
can add and edit comments as well as form fields and digital signatures
Allow filling in forms and signing
fill in forms and add digital signatures only.
• Preview
Provides a preview reflecting the current status of the print template. Use this function to check your settings before you save them (by clicking Apply or OK.)
TIP: Resize the Preference window to see the preview sized to your needs.
• Use live previews of selected records: Activate this option to see the defined template with live previews of images. However, depending on the images’ sizes and resolutions this may be time consuming.
• Use entire asset: Activate this option to have the preview generated from the entire asset instead from the thumbnail. (Only available if the Use entire assets at ... option is selected in the Images section.)
TIP: Previewing a Print Template including Live Previews of Images If you want to check the result of your settings with live previews of images, you should select these images before you open the preference dialog. Select at least as many images as needed to fill the intended grid cells of one page.
• Background Colors
Background colors are defined by settings on the Grid, Images and Fields tab.
Margin Settings
The following example shows a page layout whose grid is set to two columns and two rows. Which makes four cells printed on a page. The grid shrinks to fit into the space left by the defined margins and spacing. The size of the cells depends on the size of the grid. Each image, regardless of size, is scaled in proportion to fit to one cell. The space left in a cell can be used to show field information.
• Example
This example indicates the margins and spacing you can define by arrows. The height of the header and footer is defined by the text (font and lines) entered in the Header & Footer section.