Define template settings
The template editor's Settings tab contains several customization options.
The General screen has the following options:
| Name | Description |
|---|---|
Template Name | The template's name. Appears in all template lists. |
| Description | A description assigned to the template (the description is currently only displayed here). |
| Page Size | Choose from A2, A3, A4, A5, Letter and Legal. |
| Page Orientation | Choose from Portrait and Landscape. |
| Language | The language used for formatting the date placeholders, depending on the used date format. |
The Properties screen contains the following customization options:
| Name | Description |
|---|---|
| Include/exclude | Include/exclude child pages with particular page labels |
| Index terms | Check to use page labels as index terms |
| Enable numbered headings | Check to number your headings and table of contents |
Keep multi-column page layouts | Uses the Confluence page layout in the export |
| Enable links to external websites | If checked, web links in the PDF will be clickable |
| Enable links to Confluence | If checked, links to your Confluence site will be clickable |
Repeat table header if table breaks to a new page | If checked, table headers will be repeated on all pages that the table is exported onto |
| Pagebreak | Selecting this option will insert a page break after every Confluence page in the PDF export |
| Show 'Table Of Content' macro output | Displays TOC content in exports |
| Show 'Children' macro output | Displays children macro content in exports |
| Convert image gallery tables to lists | Images in gallery macros are displayed in a list rather than a grid |
| Figure captions | If an image is assigned a caption using the Scroll Title macro, you can select whether to display that caption before or after the image |
| Table captions | If an table is assigned a caption using the Scroll Title macro, you can select whether to display that caption before or after the table |
| Optimize links for printing | When enabled, a footer section is added to the exported document displaying the full URLs of all links on the page. Further customizations can be made to suffixes that are included for links to pages, figures and tables within the exported document. |
| Make document PDF/A-3 compliant | Enabling this setting, creates a PDF/A (ISO-standardized) version of the PDF upon export. This file type is intended for archiving purposes and long-term preservation of electronic documents. |
| Image compression | Define whether images are compressed in the export. Reducing the image quality (e.g. Low quality), increases the compression for exported images and will reduce the size of the exported file. As a result, images may appear distorted. |
| Title/Author/Subject/Keywords | Adds metadata to the exported PDF |
| PDF Bookmarks | PDF bookmarks will be added to the export for the selected heading level and all previous heading levels. e.g. Choosing Heading 3 will create bookmarks for heading levels 1, 2 and 3. |
| Expanded levels | Choose how many bookmark heading levels are automatically expanded in the export. Bookmarks will be expanded up until the selected heading level |
| Bookmarks Panel | Selecting this option will automatically display the bookmark panel when the export is opened |
Next steps
Once you have defined the general template settings, you can start working on the template's formatting by styling the text on the 'Styles' tab.