Installing the Page designer extension

With the Page designer extension, you can create your own custom invoices, business cards, catalogs, real estate feature sheets, casting sheets, and more—all using the data directly from your records. When you're done making everything look beautiful, you can print out your records or turn them into PDFs.

To download the Page designer extension:

1. Open the Page designer template.

2. Click Add extension.

3. Choose the base where you want to add a Page designer extension.

4. Click Add extension.

Configuring page designer settings

Page designer settings

When you first add a page designer extension to a dashboard, it'll automatically open the new page designer extension's settings. You can select:

• Table: the table containing the records you want to turn into pages.

• Record size: the size of the page you want to design. By default, it's set to Letter (8.5 x 11 in), but you can set it to another preset (like A4 or Business card) or set your own custom dimensions.

• Record orientation: either Portrait or Landscape.

Building your first Page Designer page

Once the extension is installed and its settings are configured, you build the page by adding elements to the canvas and pointing them at fields in your table.

1. Open the base and dashboard containing your Page designer extension.

2. Confirm the table, record size, and record orientation in the extension's settings.

3. Add an element to the canvas for each piece of information you want on the page.

4. For each element, select the field whose value it should display.

5. Position and resize the elements to lay out the page.

6. Click Previous record and Next record to preview the layout against real records.

7. Click Print in the upper-right corner to print the page or save it as a PDF.

Using presentation mode in page designer extension

You can view each of your records as pages in presentation mode by clicking the Present button.

Viewing pages in page designer extension

Understanding the navigational buttons

• As you're designing your page, the content will be pulled from the actual records in your table. You can easily toggle between which records you are previewing by clicking on the Previous record and Next record buttons in the top bar.

• To jump straight to a specific record, click Go to record. This will bring up a search dialog which you can use to navigate to the record you wish to see.

FAQs