FrameMaker 9.0 Tutorial:
Templates

 

Developed for advanced documentation students by
David A. McMurrey  
Jill Brockmann
Fall 2009
Jana Owens
Spring 2004
Jacqueline J. Pulido
Fall 2000
Thomas A. Moore
Spring 1998
For additional study materials, refer to the FrameMaker resource page.


This tutorial is provided for advanced documentation students on a free, as-is basis, without guarantee of accuracy. If you find any errors or think we should include other tasks, let us know!

This tutorial discusses the following topics:

If you require information about advanced FrameMaker topics, refer to the Adobe FrameMaker User Guide or Adobe FrameMaker Classroom in a Book for the current version of FrameMaker.

Note: For the sake of brevity, we use an abbreviated style for menu commands throughout this lesson. For example, "Select File > New" means "Select New from the File menu."

About Templates

A template is a document that consists of a predefined set of styles, page layout definitions (page size, margins, etc.), and special text. Templates are used to format other documents. Templates are valuable because:

Adobe offers an additional resource on templates.

Exploring FrameMaker Templates

FrameMaker offers default templates for a variety of styles and page layouts.

To explore FrameMaker templates:

  1. Open FrameMaker.

  2. Select File > New > Document.

  3. In the New dialog box, click Explore Standard Templates.

    The screen will appear as follows:




  4. Click Down, and then select the Newsletter template.

    The screen will appear as follows:




  5. Click Show Sample.

    A sample document appears in the document window.

  6. Within the sample document, place your cursor in a body paragraph.

    The name of the paragraph tag appears in the bottom-left and upper-right corners of the document window and in the Paragraph Catalog.

    The document window will appear as follows:



  7. To close the Paragraph Catalog, click on the ►► in the upper right corner.

  8. Select Format > Page Layout > Column Layout.

    The Column Layout dialog box will appear as follows:



    This newsletter template contains three columns.

  9. Click Cancel to return to the document.

  10. Open the Paragraph Catalog by clicking along the right side of the document window.

    The document window will appear as follows:

    Paragraph Catalog

    Notice the different paragraph tags that have been created for this newsletter template.

Modifying FrameMaker Templates

To modify a FrameMaker template:

  1. With the Newsletter template open, place your cursor in the title area of the document. Notice that you cannot select or alter the text that reads VIEWS.

  2. Select View > Master Pages, and place your cursor in the title area.

    Your Master Pages view will appear as follows:

    Paragraph Catalog


    The Title paragraph tag name appears in the lower-left and upper-right corners of the document window. Now, you can select and edit the title text from the master page. (For more information about master pages, see Master Pages.)

  3. Change the company name and the title. For this lesson we have chosen to change the company name to Business and Technical Communications (14pt) and the title to NEWS.

  4. Select or highlight the text called Your Company Name. Change the text to something similar to the example in the graphic below. Carefully observe the tags connected to the text you are changing. Your screen should appear as follows:

    Paragraph Catalog


  5. Next, select or highlight the title text and change the title to something similar to the example in the graphic below. Carefully observe the tags connected to the text you are changing. Your screen should appear as follows:

    Paragraph Catalog

  6. Select View > Body Pages to return to the body pages of the newsletter. Your document window should appear as follows:

    Paragraph Catalog


  7. Close the document. To close, click the X on the tab named Untitled1.fm. (If you want to save your changes, click Save when prompted.) Your screen should appear as follows:

    Paragraph Catalog

Creating Custom Templates

In this procedure, you modify the default FrameMaker template to create a custom template.

To create a custom template:

  1. Click File > New > Document > Portrait. Your screen should appear similar to the following:

    Paragraph Catalog

  2. FrameMaker opens a new document using the default template. The title of this new document is Untitled1.fm. Select File > Save.

  3. In the File name box, type MyTemplate, and click Save. FrameMaker will automatically assign the file extension .fm to your file. Your Screen should appear similar to the following:

    Paragraph Catalog


    After naming and saving the new file (called Template.fm), the new document name will appear in the upper-left corner of the document window as follows:

    Paragraph Catalog


  4. Change the pagination to double-sided:

    1. Select Format > Page Layout > Pagination. Your document window should appear as follows:

      Paragraph Catalog



      The Pagination dialog box will appear as follows:

      Pagination

    2. In the Pagination dialog box, select Double-Sided.

    3. From the 1st Page Side pull-down menu, select Right, and click Set.

  5. Change the size of the page:

    1. Select Format > Page Layout > Page Size. Your document window should appear as follows:

      Paragraph Catalog



      The Page Size dialog box will appear as follows:

      Page Size

    2. In the Page Size dialog box, select Custom from the Page Size pull-down menu.

    3. In the Width box, type 4.0

    4. In the Height box, type 8.0

    5. Click Set.

  6. Change the column layout:

    1. Select Format > Page Layout > Column Layout. Your document window should appear as follows:

      Paragraph Catalog


      The Column Layout dialog box will appear as follows:

      Column Layout

    2. In the Columns area, type 1.0 and .25. Do not check the Balance Columns box.

    3. In the Margins area, type 0.4 in the Top and Bottom boxes. In the Inside box, type 0.5, and in the Outside box, type 0.25.

    4. Click Update Entire Flow.

  7. Press and hold the Enter key until you create a second page. (The first page is filled with paragraph ¶ symbols.) Stop when the cursor arrives in the first line of page 2.

    Your document window will appear as follows:

    Column Layout

    Notice the left margin is different on each page. You can view these differences on the master page.


    Select View > Master Pages, and scroll through the master pages. Your Master Pages view will appear as follows:

    Column Layout

    Also, notice that the master pages contain text frames for headers and footers. These frames are located at the top and bottom of the two master pages. There is one for the left page and one for the right page. These frames do not appear on body pages because you can only edit headers and footers while you are in the master pages.

  8. While the master pages are visible, create the headers and footers:

    1. Use the Previous Page/Next Page buttons at the bottom of the FrameMaker window to find and display the Right page (Page 2).

      The name of the master page appears at the bottom of the window, in the FrameMaker status bar. When your cursor is located in Page 2, the FrameMaker status bar will show Right (2 of 2). Your document window should appear as follows:

      Page Scroll

    2. Place your cursor within the header frame of the Right page, and type FrameMaker Tutorials.

    3. Within the Left page header frame, type Abobe FrameMaker 9.0. Your document window will appear as follows:

      Column Layout


    4. Within the Right page footer frame, type the word Page, and press the space bar once. Your document window will appear as follows:

      Column Layout

    5. Select Format > Headers & Footers > Insert Page #. Your document window will appear as follows:

      Column Layout



      After you have inserted the page number, the right page footer will contain the word Page and the page number # symbol. The page number is not visable in the Master Pages view. The # symbol holds the position of the actual page number (1, 2, 3,..). Your document window will appear as follows:

      Column Layout


    6. Repeat the steps above for the Left page footer. Your document window will appear as follows:

      Column Layout

      Notice that when your cursor in located in the Left page footer, the FrameMaker status bar shows Left (1 of 2). You can find your location with large documents by checking the FrameMaker status bar at the bottom of the document window.

    7. Select View > Body Pages to view your template file.

    8. Hold down the Enter key to create several new pages. (These pages are filled with paragraph ¶ symbols.) Your document window will appear as follows:

      Column Layout


      Notice that the headers alternate and the page numbers increment. The number # symbol (from Master Pages view) is replaced with the actual page numbers 2 and 3. Your document window will appear as follows:

      Column Layout

  9. Locate the document tab MyTemplate.fm in the upper-left corner. Click File > Save. Click X to close the file.

    Your screen will now display the FrameMaker Dashboard.

    FrameMaker Dashboard will show the last 2 documents that have been accessed during this portion of the Templates lesson. The document titled Untitled1.fm (from the Newsletter exercise) and the document MyTemplate.fm (from the custom template portion) can be seen under the FrameMaker logo. Your FrameMaker Dashboard will appear as follows:

    Column Layout

Using Custom Templates

To apply the custom template that you created to a new document:

  1. Select File > New > Document.

  2. From the Look in pull-down menu, select the directory in which you saved your template. If you are unable to locate the MyTemplate.fm file quickly, just return to the FrameMaker Dashboard and double click the listing that matches the file. If you hover your cursor over the file name, the file path will appear. The FrameMaker Dashboard will appear similar to the following:

    Column Layout

  3. Once you have found the correct file path to the file MyTemplate.fm, you will see two files with similar names.

    When you saved your file MyTemplate.fm during the previous lesson , FrameMaker automatically created a .backup file for your document. This duplicate file will become important if you ever need to retrieve the document or go back to a version that you prefer. The .backup file is updated to reflect the changes you make each time you click File > Save to your document. Your New file window should appear as follows:

    Column Layout

  4. Click the box next to the file named MyTemplate.fm. The new document (Untitled2.fm) will open automatically. The document window will display the new document (Untitled2.fm) and this document will contain all of the formatting that was established in the custom template, called MyTemplate.fm. The document window should appear as follows:

    Column Layout

    Notice that the Untitled1.fm document has the same headers, footers and margins as those that were created in the custom template file named MyTemplate.fm. Even though the file MyTemplate.fm is not open, the new document is based on your custom template.

  5. Close the file titled Untitled2.fm.


Importing Formats from a Template

In addition to creating new documents based on a template, you can import individual formats from the template. This feature is valuable when your documents include different page layouts, but must use the same paragraph and character formats.

To update formats from a template:

  1. Open FrameMaker 9.0. from the FrameMaker Dashboard.

  2. Double-click the file that was created in the previous lesson, named MyTemplate.fm. The FrameMaker Dashboard will appear as follows:

    Column Layout


  3. Open a second document by clicking File > New > Document > Portrait. The document window will show two open files (MyTemplate.fm and Untitled1.fm) and will appear as follows:

    Column Layout

  4. With your cursor in the first line of the Body Paragraph of the file named Untitled1.fm, type or insert some text. (Grab some Latin text from Lorem ipsum and paste enough to create 7 or 8 lines of text.) Your document window should appear as follows:

    Column Layout


  5. Place your cursor somewhere within the newly inserted paragraph of text. Select File > Import > Formats.

    The Import Formats dialog box will appear. Since there are two files open (MyTemplate.fm and Untitled1.fm) you have two choices from which to import. You can import the formats from the Current document (Untitled1.fm) or you can import the formats from the file MyTemplate.fm.

    The Import Formats dialog box will appear as follows:

    Column Layout

  6. In the Import from Document: field, choose MyTemplate.fm. For this lesson, leave all Import and Update boxes checked. With more experience, you can select or deselect any formats, layouts, definitions, fonts, or other punctuation before you import.

  7. Click Import. You may receive a dialog box that warns that the changes you are about to make cannot be undone. Click OK to continue. The warning dialog box will appear as follows:

    Add Master Page


  8. The new document (Untitled1.fm) is now formatted with the same headers, footers, columns, and margins that were set in the file the MyTemplate.fm. Your document window should appear as follows:



The selected options are updated within your document. For example, notice the right page header that reads FrameMaker tutorials.


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