You can now brand your customer and supplier documents using the amazing enhancements

made to Forms Designer.

Add your own border colours and fill colour on boxes

Use rounded corners on boxes

Convert all Text and Fields to Individual Font

Add forecolours on Text and Fields

Snap to Grid

Convert to Greyscale

Use the colour replacement tool

Select all the same Colour

Select all the same Type

Image files are automatically stored in company folder

Gone are the days where your logos disappeared after printing

Images are sized according to available space while retaining the images aspect ratio

No more re-sizing of your logo or paying a graphic designer to re-size it for you

Using the new enhancements in forms designer:

Open your company in Sage Pastel Accounting

Go to Utilities| Forms Designer

The ‘Pastel Forms Designer’ screen will display:

Click File| Open

The ‘Select Folder’ screen will display:

You can open either the Forms Folder or the Company Folder

Depending on your selection the ‘Select File’ screen will in either the forms folder or the

company folder:

Select the document file you wish to customize:

There are 4 main documents:

CSDOCXX – Printed Customer Supplier Documents

CSDOCPDFXX – Emailed Customer Supplier Documents

CSMTHXX – Printed Customer Supplier Statements

CSMTHPDFXX – Emailed Customer Supplier Statements

The XX stands for the Style and Type of paper which you setup using the Paper Style Assistant

You choose between three styles of paper:

Plain This prints the document on plain paper. The system prints lines and boxes to neaten the appearance.

Pre-printed You can purchase pre-printed stationery with lines and boxes printed on the paper. The paper size lets you fold the page once and the address displays in most standard window envelopes.

Header Pre-printed

You can arrange to have your company logo and other information printed on the pre-printed paper.

You choose between two type of paper:

Single Sheet

Continuous Paper

Once you have selected the form file it will open in the Pastel Forms Designer:

How to add border colours and rounded corners to forms:

Click on the block you wish to change the border of

Right click and select Properties

The ‘Properties’ window will display:

To Change the Border Colour click the drop down menu next to Border Colour

A colour palette with pre-set colours will display

If you would like to use a custom colour click on More Colours

The ‘Colours’ window will display:

Select the colour you would like to use

Click OK

To change the Line Width click the drop down and select the width to use

To use Rounded Corners change the option from False to True

Convert all Text and Fields to Individual Font:

Click Format| Convert| All Database Fields and Text to Individual Font

A message advising you that this change cannot be undone will display:

Click Yes

All Database Fields and Text will be changed to Individual Font

Add forecolours on Text and Fields:

Only Database Fields and Text that are Individual font can be changed

Click on the Field

Right click and select Properties

The Properties window will display:

Snap to Grid:

Should you move any of the fields on the form it will move within the small dots

To allow free movement click on the Snap to Grid icon:

Ensure Font mode setting

is set to Individual.

Click the drop down

menu by Forecolour to

select the font colour.

Convert to Greyscale:

Click Format| Covert| Convert to Greyscale:

The form will be converted to Greyscale:

Use the colour replacement tool:

Click Format| Convert| Replace Colours

The ‘Replace Colours’ screen will display:

Choose the colour to replace by selecting the colour next to Replace This Colour

Select the colour you wish to use next to With This Colour

Click OK

Select all the same Colour:

Click Edit| Select| Objects of Same Colour

Select all the same Type:

Click Edit| Select| Database Fields/ Text/ Boxes/Lines

Adding company logo to forms:

Click Insert| Picture

Draw the block to insert the picture into

The ‘Insert a Picture’ screen will display:

Navigate where the logo image is saved

Select the logo image file

Click Open

Draw Picture

block.

A message may display advising that the ‘image being inserted is larger than the image

box’

Click Yes to resize the image while maintaining the aspect ration

The Image file will be automatically stored in company folder

Gone are the days where your logos disappeared after printing

Images are sized according to available space while retaining the images aspect ratio

No more re-sizing of your logo or paying a graphic designer to re-size it for you