Apply a template to an open document

You can import formats from a template or a different document to an open document. Formats that you can import include paragraph formats, table formats, variable definitions, and other properties. You can also retain or remove any format overrides in the document. For example, changes made to a paragraph but not stored in the Paragraph Catalog.

Templates in FrameMaker

FrameMaker templates store the following properties for reuse across documents.

1)Paragraph, character, and table formats

2)Page layouts that determine the number and position of columns on pages, and background items such as running headers

3)Reference pages that store often-used graphics and formatting information. For example, the tip and caution icons.

4)Variables you use as placeholders for text. For example, <BookTitle> and <CopyrightLine>. For more information, see Variables.

5)Formatting information for cross-references, equations, and conditional tags

6)Definitions for colors that you can apply to text and objects

7)Document-wide settings, including footnote properties, custom marker types, and feathering options for line spacing

8)On Japanese-language system, specifications for combined Japanese and Western fonts

For more information, see Page layout and templates.

Available import and update settings

When you import formatting information from a template, FrameMaker merges the information into the document rather than completely replacing the information. For example, when you import paragraph formats, FrameMaker adds the formats to the document’s Paragraph Catalog. If any formats have the same name in both documents, the imported format overwrites the original format. Any formats that are not overwritten remain in the document.

Format names are case-sensitive, so Body is not the same as body.

Paragraph formats: The template’s Paragraph Catalog is merged into the document, and all formats in the catalog are reapplied in the document. The template’s PDF bookmark settings are also copied into the document.

Character formats: The template’s Character Catalog is merged into the document, and all formats in the catalog are reapplied to the document.

Page layouts: The template’s master pages are merged into the document, and body pages are updated with the master page changes. If the template and the document both have a master page with the same name, the template’s master page replaces the document’s. FrameMaker copies the change bar properties, all the settings in the Page Size and Pagination dialog boxes, and most settings in the View Options dialog box.

Table formats: The template’s Table Catalog and ruling styles are merged into the document, and all formats in the catalog are reapplied in the document.

Color definitions: The template’s color definitions and views are merged into the document.

Document properties: The template’s custom marker types and footnote properties are merged into the document. These properties include:

Volume, chapter, page, paragraph, footnote, and table footnote numbering

Styles in the Numbering Properties dialog box

Characters in the Allow Line Breaks After setting in the Text Options dialog box

Feather settings in the Line Layout dialog box

PDF Setup settings (other than the bookmark settings) are also merged into the document.

note:    On Japanese-language systems, the rubi properties and kumihan rules (Japanese-language type­setting rules) are merged into the document as well.

Reference pages: All the template’s reference pages (except for FrameMath reference pages) are merged into the document. If the template and the document both have a reference page with the same name, the template’s reference page replaces the document’s. To import FrameMath reference pages, select Math Definitions. See Equations.

Variable definitions: The template’s variable definitions are merged into the document.

Cross-reference formats: The template’s cross-reference formats are merged into the document, and internal cross-references are updated.

Conditional text settings: The template’s condition tags and Show/Hide settings are merged into the document and applied to conditional text.

Math definitions: The template’s equation size and font settings, custom math element definitions, and FrameMath reference pages are copied into the document. If a custom math element in the document is deleted when the reference pages are merged, FrameMaker replaces the math element in equations with the name of the element enclosed by question marks.

Combined fonts: On Japanese-language systems, the specifications for combined Japanese and Western fonts are merged into the document and applied to text that uses combined fonts.

Import formats

You can import formats from an open template or document. With the document open, perform the following steps:

1)Make the appropriate document window or book window active. If a book window is active, select the documents you want to update.

2)In the document or book you’re updating, choose File > Import > Formats.

3)Do one of the following:

To import formats from a different open document, choose the document from the Import From Document pop-up menu. The pop-up menu lists all documents that are open and in the saved state.

To reapply formats from the current document, choose Current from the Import From Document pop-up menu.

4)Select the Import And Update Settings that you want to apply to the current document. By default, all options are selected.

tip:   To deselect or select all options at once, click Deselect All or Select All. If you’re updating vari­able definitions, cross-reference formats, or math definitions, and if any of these items use char­acter formats, select Character Formats so that the formats are added to the document.

5)To remove changes that you made to individual formats and didn’t save in a catalog, do the following:

To remove page breaks that are not a part of a Paragraph Catalog format, select Manual Page Breaks.

To remove paragraph, character, page layout, and table formatting overrides, select Other Format/Layout Overrides.

6)Click Import.


September 30, 2016

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