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This text refers to program version 2025-04-03  

Page Setup

Note: if you are using Windows, you may need to log in to your computer as a user with administrative privileges to be able to change the Page Setups for documents.

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There are two ways to set the Page Setup for a particular document. Setting a Page Setup includes specifying the paper size, specifying the printer that will be used to print the document and specifying the tray in that printer that will be used. The two methods are:

  1. Open the list of forms from the Navigation Centre, highlight a form and select 'Page Setup' from the File menu.

  2. Open the Form Template register, highlight a Form Template and select 'Page Setup' from the File menu.
If you use both methods, the second one will determine the page setup that will be used.

If you are using macOS, after selecting 'Page Setup' from the File menu, press the [OK] and then [Print] buttons to save the page setup. If you do not press [Print], the page setup will not be saved.

Note that when a particular user sets the page setup for a form, that page setup will by default not be universal. It will only be used when that user prints the form. Each user that will print a particular form should therefore set their own page setup for that form using one of the two methods above after having logged in. If you need the page setup set by a particular user to be universal, select the Store one for All Users option in the Page Setup setting in the System module.

The page setup for a particular form is platform-specific. So, if you are not using the Store one for All Users option and if a user is likely to print a particular document on more than one platform (for example, from Windows and macOS machines), that user should set separate page setups for each platform (from a machine of each type). If you are using the Store one for All Users option, there will be a universal page setup for Windows users and one for macOS users.

The advantage using the first method to set a page setup is that it will not be necessary to give a particular user access to the System module to enable them to set page setups. This method is therefore more likely to be used if you are not using the Store one for All Users option. The second method will be advantageous when you assign more than one Form Template to a particular form: the different Form Templates can be printed using different page setups. One situation where this can be useful is when you need different copies of a particular document to be printed from different printer trays or even different printers. For example, you may need office and customer copies of each Invoice to be printed from different trays. One way to achieve this is to duplicate the Form Template and then list both Form Templates in the relevant 'Form Definition' window, remembering to specify a Seq. for each one:

Using the second method above, you can assign a separate page setup that includes printer tray information to each Form Template.

Removing a page setup will depend on the method that you originally used to assign the page setup. If you used the first method, open the list of forms from the Navigation Centre, highlight a form and select 'Remove Page Setup' from the File menu:

If you used the second method, open the Form Template register, highlight a Form Template and select 'Remove Page Setup' from the Operations menu:

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The Form Template register in Standard ERP:

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