Create an Export Preset

Export Presets can use either manually defined settings or a Word Template file. Therefore, the process of Export Preset creation is different for these two cases. Let's consider both of them.


Create an Export Preset using Word Template

To create an Export Preset that uses Word Template as a base for its settings:

  1. As Export Presets are created on the portal level, open Settings → Single-Sourcing → Export Presets.
    Export presets settings
  2. Click Create Export Preset.
  3. Type the Preset name in the dialog that opens. Additionally, you can also select an existing Export Preset to copy its settings.
    The New Preset dialog.
  4. Click OK.
  5. Select Word template.
  6. Specify the file that will be used as a template in the corresponding field. We recommend creating a copy of the Default template file (it is located in File Storage at Storage/Templates/Export/Printed) and modifying the copy.
  7. Click Edit template to open the specified file in the Word Template Editor.
    Select the desired Word Template file.
  8. Click Next.
  9. Go through Step 2 of the Export Preset Editor by setting up the Document Structure and Headings.
  10. Click Finish.
  11. The new Export Preset will appear on the Export Presets page.

Create an Export Preset with Manual Setup

To create an Export Preset with manually specified settings follow the steps:

  1. As Export Presets are created on the portal level, navigate Settings → Single-Sourcing → Export Presets.
    Export presets in settings.
  2. Click Create Export Preset.
  3. Type the Preset name in the appeared dialog. You can also choose an existing Export Preset to copy its settings.
    The New Preset dialog.
  4. Click OK.
  5. Select Manual setup and click Next.
  6. Go through Step 2 of the Export Preset Editor by setting up the TOC and Cover page settings, such as Document Structure (Max Heading Level, Cover) and the Table of Contents. You can specify its position (Before topics, After specific topics, After topics, or None) and choose its font, font size, font color, etc.
  7. Click Next.
  8. In Step 3, you can configure Headings for your Printed Output.
  9. Click Next.
  10. The last wizard step is dedicated to Page Setup (Margins, Paper Size, Orientation, Page Numbers, etc.).
  11. Click Finish.
  12. The new Export Preset will appear on the Export Presets page:
    A new Export Preset is created.