Template assistant

You can use the template assistant to help you create a new template.

When you open the template editor, the template assistant opens. The blue text boxes indicate where in the user interface to perform the task. The navigation bar in the editor highlights which step you are on.

The template assistant walks you through the following tasks:
  • Adding a data source
  • Dragging and dropping template elements from the Palette to the editor
  • Dragging data source objects to the editor
  • Formatting element properties
  • Editing the template outline
  • Generating the document-style report
Template Assistant
The Guide view contains more detailed steps and direct links to the product documentation.
Guide view

To disable the template assistant, open the Windows > Preferences > PUB > Document Design preference page. Set the Enable Studio guide option to false.