Creating a New template in Presentation Manager for EasyPost

This example is a postcard, comprising these steps:

1. Start a document template without EasyPost Support.
2. Add text and graphics.
3. Add EasyPost support.
4. Tweak the layout.
5. Save.
6. Check.

To create a New template in Presentation Manager for EasyPost (Postcard example)

1. Select a layout in Presentation Manager, without EasyPost Support.

   

2. Add text and graphics to the template, still without adding EasyPost Support:

   

3. Once the text and graphics are added, click the Add EasyPost Support button to display the Add EasyPost Support screen:

   

   	Format	Select the appropriate format (in this case, Postcard (Right)) You will see the preview of that format in the Preview window at right. The shaded blue area cannot be edited or moved. The mail house will later print information into the fields in this area.
   	Colour / Double sided	For postcards, EXACT automatically checks the tickboxes for (enables) the Colour and Double-sided options, as shown in the image above.
   	Addressee	Select the Addressee (in this example, and normally Patient Hm (Patients at Home)).
   	Typeface / Font	The mail house will print the EasyPost section with font attributes that you define in these two fields. The purpose of these fields is to allow you to match the appearance of the document's EasyPost section to the typeface and font used in the document template itself.

4. Click OK.

   The shaded blue section appears in the template.

5. If necessary, tweak your template layout.
6. Save by means of Options > Save and Close: