How to Create and Customize a Print Template

Instructions

Step 1: Prepare the List

Create or open an existing Projects list containing the following columns:

• Project Name (Single line of text)
• Start Date (Date and Time)
• End Date (Date and Time)
• Status (Choice – Not Started, Active, Completed)
• Project Manager (Person or Group)
• Description (Multiple lines of text)

These columns will be displayed in the print layout.

Step 2: Open Print Settings

1. Go to your Projects list.
2. Click Design → Print and export in the UltimateForms ribbon.
3. The Print Templates management page will open.
4. Click Add New Template to create a new one.

Step 3: Configure General Settings

1. Template Title → Project Summary Report
2. Type → Item (we’ll print one project at a time)
3. (Optional) Check Use MS Word Template if you want to use a custom DOCX layout.
4. In the Columns section, click Add Columns.
5. Select: Project Name, Start Date, End Date, Status, Project Manager, Description.
6. Rearrange columns in the desired order.
7. Add section headers for clarity (e.g., Project Information, Details).

Step 4: Customize Header, Footer, and PDF Settings

1. In the Header/Footer section:
• Add your company logo or site title.
• Insert dynamic tokens like [[Today]] or [[ListTitle]].
• Include pagination if desired (Page [[PageNumber]] of [[PageCount]]).
2. Theme: Regular or high-contrast.
3. Switch to the PDF tab to configure page output:
   • Orientation: Portrait or Landscape.
   • Page size: A4 or any size convenient for you.
   • Margins: Adjust margins and alignment to match your branding.
   • Check "Place each item on separate page".
   • 

These options let you fine-tune the layout and make your printouts consistent with your corporate style.

Step 5: Preview and Test

1. Click Save.
2. Return to your Projects list.
3. Open any item → click Print → Project Summary Report.
4. Review the output and adjust layout or styles if needed.
5. Export to PDF.                                                                                               
6. Open PDF to verify formatting.