Manage Print Templates

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After creating a print template, you can edit its design, rename, copy, reorder, or delete it. You can also control where the template is available, set filter conditions, and limit how many times it can be used to print each record.

Go to Edit Form > More Settings > Print Template to manage existing templates.

1. Redesign a Template

   Click the edit button to update the template design and settings.

2. Rename, Copy, or Delete a Template

   Click the ... button next to a template to rename, copy, or delete it.

3. Set Where a Template Is Available

   If a print template is needed only in certain views, click Scope and select the views where it can be used.

4. Set Filter Conditions

   Use filter conditions to make a template available only for records that meet specific criteria. If a record does not meet the conditions, the template is unavailable for that record.

5. Set a Print Limit

   Set the maximum number of times each record can be printed with the template. For details, see Print Limits.

6. Reorder Templates

   Drag templates to change their order. This order is also used when selecting a template to print a record.