Template Editor

Templates
1

I’m trying to locate the template editor. The Quick Start Guide says "1. Go to the Tools menu and click Template Editor."
However, when I go to the Tools menu, Template Editor does not show up.

Can someone please help with this?

Thanks!
Mike

2

Allo Mike,

Take a look at the image I have attached. The Template Editor should be on the Tools ribbon just a little over half way to the right.

Regards,
Christian

3

Thanks, Christian, but its simply not there!

4

Allo Mike,

Have you purchased or are you currently trialing the software? If you have purchased please send me an email at info@taxcycle.com with the email address you used for your online purchase and I will begin investigating what the issue might be, thank you.

Regards,
Christian

5

I have a 2 related, dumb questions that I can’t seem to find the answers to:

  1. How can I set up a table that does not have borders?
  2. How can I insert a horizontal line on to the page? (answer to #1 may give me the answer to #2)

Thanks.

6

Hi @Matthew,

We are planning improvements to the template editor for this year. I believe one of them is to improve the ability to edit tables and table borders.

Meanwhile, it is possible to adjust the tables in templates using CSS in the HTML of the source file (that’s how I faked it for the headers of our CLetter). @Cameron mentioned that you might be okay with digging around in the code.

For example, here’s a table I added using the template editor, so it has borders. The border is set in the CSS, though. Looks like the Template Editor sets it on the td tag, using the cs6186BAF9 and csAD81AC77 classes.

<table class="cs2D2816FE" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse;">
   <tr>
      <td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="csAD81AC77" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td></tr>
   <tr>
      	<td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="cs6186BAF9" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td><td class="csAD81AC77" valign="top" width="138"><p class="csF5BC5F8B"><span class="cs8926E06">&nbsp;</span></p></td></tr>
</table>

So, I just looked into the CSS and removed the borders from that class (the code below is before removing, then after.) Rinse, repeat.

BEFORE:

<style type="text/css">
	.cs6186BAF9{width:102.95pt;padding:0pt 5.4pt 0pt 5.4pt;border-top:1px #000000 solid;border-right:1px #000000 solid;border-bottom:1px #000000 solid;border-left:1px #000000 solid}
	.csAD81AC77{width:103pt;padding:0pt 5.4pt 0pt 5.4pt;border-top:1px #000000 solid;border-right:1px #000000 solid;border-bottom:1px #000000 solid;border-left:1px #000000 solid}
</style>

AFTER:

<style type="text/css">
	.cs6186BAF9{width:102.95pt;padding:0pt 5.4pt 0pt 5.4pt;}
	.csAD81AC77{width:103pt;padding:0pt 5.4pt 0pt 5.4pt;}		
</style>

Just make sure you close the template editor while making these changes

7

Thank you very much, Elizabeth.

That was a nice, easy fix! I ended up with exactly what I wanted.

8

You’re welcome. Glad to hear it worked for you.