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Template Editor Window

Updated: 2021-01-21

The Template Editor opens in a separate window outside of the TaxCycle program.

Opening the Template Editor

There are several ways to open the Template Editor:

  1. From the TaxCycle Start Screen, click Template Editor in the blue bar on the left.
  2. If you have a file open in TaxCycle, go to the Tools menu and click Template Editor.
  3. If you are viewing a letter, an invoice, an email, or a label in an open TaxCycle file, right-click on it and choose Edit template.

Screen Captures: Edit Template

The Template Editor Window

  1. The sidebar on the left side of the window contains tabs that allow you select Templates to edit, set Properties for the template you are currently editing, and choose a file with data to Preview the results of your template.
  2. After you select a template in the Templates sidebar, the source code appears on the left side of the window, if you are using the default Side Preview view (or at the top in the Bottom Preview view—change this using the buttons in the menu).
  3. In the Preview sidebar, choose a taxpayer to preview the changes. A preview of the final layout and data appears on the right side of the window, if you are using the default Side Preview view (or at the bottom in the Bottom Preview view—change this using the buttons in the menu).

Screen Captures: Window Panels

Working on Smaller Screens

On larger screens, maximize the window to make it easier to preview your changes. On smaller screens, it is possible to change the layout and view to help you see more:

  1. Click the pin to unpin the sidebar so it disappears when you move your mouse away from it. You can then hover over the sidebar to make it appear temporarily. Click it again to keep it open all the time.
  2. Click the arrow button to move the sidebar to the other side of the window.
    Screen Capture: Move and Pin Sidebar
  3. Click Hide Preview to only see the template code on screen.
  4. Click Show Side Preview to put the preview on the far right (this is the default).
  5. Click Show Bottom Preview to put the preview at the bottom of the screen.
  6. Click the up arrow on the far right of the menu to collapse the menu. Hover over the Home tab to open it briefly. Click the down arrow to keep it open all the time.
    Screen Capture: Hide and Move Preview

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