Adding elements to a template

You can add elements such as paragraphs, lists, images, footnotes, or a table of contents to your template. There are multiple ways to insert elements and you can select the one that allows you to work most efficiently.

Before you begin

Consider the outputs you plan to generate the document into as you design the template. Some elements and their formatting properties display might not display the same way across all output formats. As you work on your template, consult the Element properties reference by output format and preview the output periodically as you work.

About this task

There are multiple places in the user interface from which you can insert elements into a template. You can review the benefits of each and choose the method that you prefer.
Table 1. Methods for inserting elements
Insert from Benefit
The Outline view The available elements that display are only those elements that can be put in the location you selected in the template.
The Palette view All elements are visible in the Palette view as you are working in the Template Content editor.
The Template Content editor The available elements that display are only those elements that can be put in the location you selected in the template. You can also work in the Template Content editor without having the Outline or Palette view open.

If you do not see the Palette view in Document Studio, you can add it by clicking Window > Show View > Palette. If you do not see the Outline view in Document Studio, you can add it by clicking Window > Show View > Outline.

Procedure

Insert elements into a template from the Outline view, the Palette view, or the Template Content editor:

What to do next

In the Properties view, enter values to customize the properties for each element you inserted. To open the Properties view, click Window > Show View > Properties.

If you place an element in the wrong place, in the Template Content editor, you can select the element and drag it to the correct place. To remove an element from the template, select it and press the Delete key.


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