About Custom Print Templates
Custom Print Templates are a way to create a custom printout that automatically includes data from Permit Manager.
Once the template has been created, it can be reused multiple times for different properties, permits, violations, etc.
Custom Print Templates will most frequently be used to create the following:
Warning letters for expiring permits
Violation letters
Permit Printouts
Printed Job Cards
Certificates of Occupancy (or other types of completion certificates)
You may find other uses, too - don't limit yourself to these examples!
Create a New Template
Detailed instructions about creating the template are in this article. Read below for general information about the process.
Creating a new template first requires you to adjust a few settings and save the template.
The following settings are shown on the General Info tab of the New Custom Print Template window.
Name - Give the template a descriptive and memorable name.
Record Type - A custom print template can only be used for a specific type of record, for example, permits, properties, violations, etc.
Page Format - The template can be a single page or it can be "Expandable" to accommodate one or more pages. The single-page option is useful for a printout that you don't want to ever be more than one page, such as a permit job card.
Design the Template
After saving the template, you can begin to create the design in the Design tab of the Edit Custom Print Template window. You build the template item-by-item until you have a complete template.
Items Added to a Template
There are three types of items that can be added to a template:
Component - A pre-made combination of text and data from Permit Manager, such as a header or signature line.
Data Field - A specific piece of data pulled from Permit Manager's database.
Text/Date - A chunk of text or date that is specified as part of the print template.
More design guidance is in this article.
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