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234 Chapter 13 Designing Your Own Document Templates
Step 1: Set Up the Document
The first step in setting up a document as a template is to set up the overall size and
shape of the document.
Here are ways to set up general document attributes:
m Set paper size and orientation.
Consider the paper size and orientation that will be used for the finished document.
For example, if you are creating a template for envelopes, make sure that you have
selected the correct envelope size (or created a custom size) before you proceed with
further document design. To learn about setting the paper size and orientation, see
“Setting the Paper Size and Orientation on page 225.
m Set page margins.
Define the body text area and header and footer text areas. If your document will be
bound, you can set different margins for right- and left-facing pages. Document
margins are set in the Document Inspector. For more information, see “Setting
Document Margins” on page 42.
m Set up the format of headers and footers.
Define recurring text and graphics you want to appear at the top or bottom of pages in
the document. See “Using Headers and Footers on page 49 for instructions.
m Place master objects.
Add watermarks, logos, or other background images so they appear in the same spot
on every page of your document. See “Using Master Objects (Repeated Background
Images)” on page 57 for details.
m Add alignment guides.
Create alignment guides to help place floating objects in the same position on
different pages. See “Creating New Alignment Guides” on page 140 for instructions.
Step 2: Define Default Attributes
A template must have default values defined for the following document elements:
 Paragraph, character, and list styles
 Table of contents attributes
 Text box attributes
 Shape attributes
 Table attributes
 Chart attributes
 Imported graphics attributes
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