Is it possible to "export" a PDF template that I have created and have the other 12 users "import" that template. I see a folder C:\Program Files (x86)\Clarify 2 Beta\components\templates\user. Is it possible that the new PDF template I have created is stored there?
We are trying to comply with a corporate branding policy. Thanks

Right-click on the template and there is an option to export, import, or reveal the template folder. Just export the template and then have the other users import the file you exported.

Is it possible to convert the standard templates page size from letter to A4?

@Trevor - Yes, just select a different page size from the "Page Size" menu in the General tab.

Thanks Trevor, I can specify a different page size in new templates I create but not in existing documents I have created using the standard templates.

@Trevor - You can't change the page size of existing PDF documents. If you want to change the page size for content you export in future you can create a PDF sharing account and set the paper size. See this article on creating sharing accounts:

http://help.clarify-it.com/m/clarify/l/162509-creating-a-sharing-account

Is there any way to change the background colour behind the step-titles? Is this something you might add in future?

@Philippa Not directly but you can do so using CSS. Take a look at this article about adding custom CSS:

http://help.clarify-it.com/m/clarify/l/176191-recipes-for-customizing-pdf-templates-using-the-custom-css-tab

You are interested in the .step-title class. For example, the following CSS would put a light grey background behind step titles and add 20 pixels of padding round the step title text.

.step-title {
background-color: rgb(230,230,230);
padding: 20px;
}

Thanks. I'll try this.

I'm missing the possibility of adding a directory as first page. Would be great if the entries could be links to the anchors.

Tnx, Leo

@Leo While we don't have a UI for adding a table of contents, PDF templates can be customized by hand to have one. We provide an example template that displays a table of contents in one of our how-to articles. Here is the link:

http://help.clarify-it.com/m/pdf-templates/l/242606-example-pdf-templates

There is a link to download the template with the table of contents. Maybe that will help you out.

Is there a way to change to a custom template after you've already started a document?

Thanks,
Joe

@Joseph - Custom templates are completely independent of Clarify documents. You can change them at any time and the changes will be used the next time you export the document to PDF.

I'm having trouble with accents on some letters when I use 'export as PDF', with my custom template. E.g. with the dutch word 'enquête'. In the PDF I see: 'enqu??ête'
Is there any way to solve this issue?

@Annemiek,

Accented characters should work. Send an email to [email protected] with a sample PDF, the version of Clarify you are using, and the operating system you are running Clarify on and we can take a look.