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General Settings for PDF Templates

Contents

Introduction

The General Settings section of PDF Templates controls default settings that apply to all sections of your PDF templates, such as single account display format, file name formats, and report sorting. Although this sets the default, you can change each section's theme and header and footer settings individually as needed.

You can override these settings in each report section. If you choose Template Default for a setting, Tamarac Reporting will use the settings you specify here.

Configure the General Settings PDF Section

To configure general settings for your PDF templates, follow these steps:

1. On the Client Reporting menu, click Templates.

2. In the Select a template list, click the template where you want to configure the general settings. If you haven't created a PDF template, visit Create, Edit, and Delete a PDF Template.

3. In the list of PDF sections, click General Settings.

4. Complete any of the desired options. For more information on each option, see Options Available for General Settings PDF Templates.