Creating a master page

A master page is a defined set of formatting that is applied to the sections of your document. In a template, you can specify a master page that includes a header element, a footer element, and layout properties, such as orientation and borders.

About this task

Note: Master pages cannot be displayed in the output when:
  • They are contained in the Region element
  • The output type is HTML
  • The output type is XSL-FO
The layout properties for master pages only apply to the content of the master pages and not the output generated.

Procedure

  1. In Document Studio, choose from the following options to create a master page:
    • Click Master Pages > New Master Page.
    • In the Outline view, right-click Master Pages, and then click Insert > New Master Page.
  2. In the Name field, you must type a unique name for the master page.
  3. Optional: Enter a description.
  4. Select an Orientation type.
  5. Optional: Select the paper size for the output.
  6. Click OK.
  7. In the Outline view, select the Master Page and drag it into a template element. The master page icon displays within the element indicating that the master page is applied.
    You can add more than one master page to a template, but can add only one master page to an element. When you add the same master page to multiple elements in the same template, the subsequent master pages use the same customization properties that were applied to the first master page in the template unless you specify changes or a different master page is applied. Examples:
    1. Example 1:
      • element_1 contains master_page_A
      • element_2 contains master_page_A
      • element_3 contains master_page_A

      Result: master_page_A is applied once and one section is created in the Microsoft Word output.

    2. Example 2:
      • element_1 contains master_page_A
      • element_2 contains master_page_B
      • element_3 contains master_page_A

      Result: master_page_A is applied twice, for element_1 and for element_3. Three sections are created in the Microsoft Word output.

  8. Optional: To create page breaks, select the element that contains the master page and click Formatting > common > force page change. Select the check box to set the option to true.
  9. Save the changes.

Results

The master page is visible in the Outline view and a new Master Page tab is added in the editor area.

When you generate Microsoft Word output, the master pages create new sections in the Word document.

What to do next

Format the header and footer and add content. See Adding a header and footer to a master page and Adding dynamic content to a master page for more information.

If you generate a report and you do not see sections created in your output, the master pages properties were not applied.


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