How to add text and graphics from a template to an existing document
Let's say you have a large signature paragraph that you usually add to all your documents.
1. Create the signature in Form Pilot:
2. Save the document as a template.
Choose File | Save As Template...:
The following dialog will appear:
In this particular case, choose The whole document to save your template together with the signature image. If you saved the template in the Templates folder (within the program folder), it will appear in the templates bar:
3. Now you need to add the template to an existing document.
First, open your document:
Click the template name in the templates bar:
Choose Add to the existing document in the opened dialog box:
Click OK. The contents of the template will be added to the active document:
Drag the inserted text and image to put them to the appropriate place:
- Back to the main Templates page -