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Select a Theme (PDF Templates)

This PDF theme setting allows you to select which PDF theme you're editing. PDF themes are available on the Client Reporting menu under PDF Themes.

You can choose from among the following:

• Any of the themes you have created.

• Default system themes that come built into Tamarac.

• Create a new theme. To create a new one, select <Create New> and then type the name of the theme in the Theme name box.

You can complete the following actions:

• To save the changes to the existing theme, click Save.

• To copy the existing theme, enter a new theme name and click Save As New.

• To delete the theme, click Delete. You cannot delete any theme currently in use.

Learn More

For more information, see Understanding PDF Themes.