PDF Export - Custom Designs

Start a New Page:

Click Create New Page and select from the following types of pages.

Cover Page: Appears at the beginning of the PDF.

Title Block: Displays on all level layouts.

Appendix: Appears at the end of the PDF.

Choose a Template:

There are a range of template options available.

Blank Page with Margins

Completely Blank Page

Basic Title Block (editable template).

Choose a Paper Size:

Select the appropriate paper size (this is non-editable after creation)

Name and Configuration:

Assign a name in the top-left corner of the editor.

Adjust page type (cover page, title block, or appendix) if needed.

Set a Layer Index:

Determine the layering order if multiple custom pages overlap on the same PDF sheet (higher values appear above lower ones).

Choose the Workflows:

Specify applicable workflows (e.g., heating and cooling) that you want the PDF Export to apply to.

Draw Lines or Polylines:

Left-click to set start and end points.

Press Escape to finish drawing polylines.

Modify X/Y coordinates for precise alignment.

Add Rectangles:

Draw shaded backgrounds by Left-clicking where you want the opposite corners.

Customize dimensions and apply colors via the properties menu.

Modify X/Y coordinates for precise alignment.

Upload Images:

Insert images and adjust size and position by clicking and dragging the image.

Use the properties menu for further alignment and scaling.

Insert Text Boxes:

Click anywhere on the page to add text.

Resize the text box width using drag functions when its selected.

Adjust properties like:

X/Y coordinates for alignment.

Font size and style (normal, bold, italic).

Alignment (left, center, or right).

For multiple text styles, use separate text boxes.

Insert Project/Company Data:

Use predefined placeholders (e.g., project name, client name) for dynamic fields linked to project or company settings.

Align and style using X/Y coordinates and text properties.