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Home > Tamarac Reporting > PDF Reports > Themes Templates Headers & Footers > Learn More About Themes, Templates, Template Types, and Headers & Footers
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Learn More About Themes, Templates, Template Types, and Headers & Footers
Create, Edit, and Delete a PDF Template
Learn how to create your PDF templates for client use.
Workflow: Delete a PDF Template
Learn how to delete PDF templates without causing errors.
Learn how to copy PDF templates.
Learn how to share a PDF template with other firm users.
Understand How Nested Child PDF Templates Work
Learn how to use child templates to efficiently maintain duplicate sections across multiple report templates.
Understanding Template Types and Default Templates
Learn about what template types and default templates are and why you might use them.
Create, Edit, and Delete a Template Type
Learn the steps to create, rename, or delete a template type.
With PDF Themes, you control the look and feel of many global items in your reports, such as colors, number precision, display of negative numbers, and more.
Create, Edit, and Delete a PDF Theme
Learn the steps for how to create, edit, or delete a PDF theme.
Learn the steps for how to copy a PDF theme.
Understanding Headers and Footers
Headers and footers can be as simple as the document title and a page number, but you can create headers and footers that contain graphics and other important client information. You can use different headers and footers in each report section. For example, you might want the header for each section to reflect the title of that section.
Create, Edit, and Delete Headers & Footers
Learn the steps for how to create, edit, and delete headers and footers.
Learn the steps for how to copy an existing header and footer.
Add a Header & Footer to a PDF Template
Learn the steps for how to add a header and footer to a PDF template or an individual PDF section.
Use a Header as a Mailing Label
Learn how to create and add a header and footer as a mailing label specifically for billing statements.
Add Freeform and Merge Text to Headers & Footers
Learn how to customize the text displayed in headers and footers.