How to create a new report template | HelpNDoc

How to create a new report template

To follow this guide, make sure you have downloaded and installed the latest version of HelpNDoc which is completely free for personal use and evaluation purposes. HelpNDoc is an easy-to-use, single-source help authoring environment which can produce multiple help, document and manual formats, including CHM, HTML, DocX, PDF, ePub and Kindle eBooks...

Step-by-step guide: How to create a new report template

When you publish your PDF and Word documentation, HelpNDoc follows instructions in templates when generating the documentation. You can create PDF and Word templates that define the cover, paper size, orientation of the page, margins, headers, and footers as well as the appearance of your table of contents and topic titles. HelpNDoc makes it easy to create new templates from scratch. After creating a new template, you can then tailor it to support specific requirements.

To begin, click Template Editor in the Tools ribbon tab. This displays the "Edit report template" window.
Click the green plus button to select the type of template that you'd like to create.

Choose a unique template name

This displays the "New template name" window.
Enter a unique name for the new template and click OK.

This returns you to the "Edit report template" window where the name of the new template is selected in the Template menu.

Use the menu along the left-hand side to define the settings and properties of your new template. Instructions for editing templates are provided in another step-by-step guide.

When you're done, click Save.

You can also create new PDF and Word templates by copying existing templates. The instructions to do this are outlined in another step-by-step guide.