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Write the template’s content in the document editor

Write as you would in Word: headings, paragraphs, lists, tables, columns, images and page breaks. Insert fields by typing {{ and elements by typing /.

7 min
Open in Corteksa
Before you start · 1 thing · for owners and managers
A template you’ve created

Steps

1
Open the template. Type straight on the page.
2
Type {{ to show the list of fields, and choose a field.
The field shows as a colored chip that’s replaced by its value when you print. See Record fields in a document, and how each value prints.
3
On an empty line, type / to insert an element: a table, an image, a line items table, a barcode, a chart or a page break.
4
Format the text from the toolbar: font, size, bold, color, alignment and direction.
5
Save. Unsaved changes don’t print.

What you can write

Element
Printing notes
Headings and paragraphs
A heading isn’t separated from the paragraph after it at the bottom of a page, and a paragraph doesn’t split across 2 pages
Bulleted list
With a dot or a dash
Numbered list
Keeps its starting number: a list that starts at “3.” continues with 4 and 5
Table
A row doesn’t split across 2 pages unless it’s longer than a page. You can repeat the header row at the top of every page
Columns
A borderless layout table for putting content side by side
Image with text beside it
The text flows beside the image
Page break
The content after it starts at the top of a new page
Links, underline, subscript and superscript
Print as you see them

What you see is what prints

The editor and the printed file use the same fonts and the same layout rules. Multiple spaces you type print as they are, and an empty line at the end of a paragraph prints.

Pasting from Word

When you paste from Word, negative indents that push text outside the page margin are removed. The hanging indent of numbered items stays only as deep as the paragraph’s own indent. This stops every page of the PDF from being scaled down.

Fonts

If you choose a font, the Tajawal font is added after it as a fallback, so no character shows without a font. The full list is in Set the document’s styles and fonts.

If something goes wrong

What you see
Why
What to do
“The content is too large” when saving
The embedded images are large.
Make the images smaller, or use a background image. See Every document limit in one place.
Formatting was removed after saving
The editor accepts certain formatting only, and removes the rest.
Redo the formatting from the toolbar instead of pasting it.

A real example

Shield Security Co.
The situation

The quote is long, with numbered terms pasted from Word.

What they did
  1. They pasted the terms from Word, and they stayed inside the margin.
  2. The price table repeats its header row.
  3. A page break before “Terms and conditions”.
The result

A 4-page quote that prints neatly, with the header at the top of every table page.

A made-up company, to show the idea. The numbers are rounded.

Good to know

The whole template’s content can be up to 20 MB, including embedded images.
An image uploaded inside the template can be up to about 4 MB.
Did this guide solve it?
If not, we’ll ask what was missing.
Next, you might need
Record fields
Look it up · 5 min
Line items table
Step by step · 6 min
Images and logos
Step by step · 4 min
Open in Corteksa
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