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51.3 Modify a sample template

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51.3.1 Quickly create a new template by doing either of the following:

 

1) Open an existing Latitude sample template and remove any controls that you do not need

2) Copy a specific control from a sample Latitude template and paste it into a blank Word template

 

NOTE: You cannot copy a control from an invoice template and paste it on a packet sheet template as their properties are not the same.

 

51.3.2 Copy and Paste Controls

 

Copy a specific content control from a sample Latitude template and paste it on a new blank template. Do the following:

 

Open the Latitude sample Invoice Template

Make sure that the Developer tab is enabled

In the Developer tab, click Design Mode

Clicking the Design mode will show the start and end tags of a control e.g. [Pkt.Job.No] Job No. [Pkt.Job.No]

To copy a specific control, highlight a control from start to end tag and press CTRL+C

 

Open a blank new Word document

click the Developer tab, click Design Mode

Right click on the blank document, select Paste with 'Keep Source Formatting' option. Doing a normal paste or (CTRL+V) will destroy the format