Properties defined at the level of the document

A multi-layout document shares the following with all the layouts it contains:

• Document name

• PDF properties, which include graph resolution, whether to display bookmarks, embedded fonts, and interactive tables of contents

  Bookmarks, which are links to areas of the PDF, are created by default for a multi-layout document. For instructions and more information, see Changing the graph resolution in PDFs, Embedding fonts in PDFs, Including bookmarks in PDFs, and Including interactive tables of contents in PDFs.

• Excel exporting properties, such as how to display images

  For instructions on defining the Excel exporting properties, see Selecting Excel export options for documents.

• General exporting options, such as whether to export all layouts or only the current layout

  For information on how multi-layout documents are exported, see Exporting multi-layout documents. For instructions on defining the export properties, see Selecting Excel export options for documents or Selecting PDF export options for documents.

• Datasets

  All the datasets used in any layout in the document are displayed in Dataset Objects, allowing you to use objects from any dataset in any layout. If you delete a dataset, it is deleted from the entire document, not just the current layout. For more information on using datasets in documents, see Using datasets in documents.

• Watermarks

  A watermark, which can be text or an image, typically identifies or decorates pages. It is a faint design appearing in the background of all pages of all layouts in a document. For instructions and examples, see Adding watermarks to documents.

• Default grid Autostyle

  A default grid Autostyle defines the default formatting for new Grid/Graphs added to a document. The grid Autostyle is a pre-defined report style and applies to all layouts in the document. For more information and instructions on using them, see Setting the default grid Autostyle.

• Whether conditional formatting is displayed

  Conditional formatting, which is similar to thresholds in reports, formats specific controls depending on predefined criteria. A user can show or hide all of a document's conditional formatting using a toolbar icon. This applies to all layouts in the document, not just to the current layout. For instructions, see Showing all conditional formatting in a document and Hiding all conditional formatting in a document.

• Page Headers and Page Footers

  By default, Page Headers and Page Footers are shared for all layouts, although you can change this setting to have separate page sections for each layout. For more information, see Using separate Page Headers and Page Footers for layouts.

Other properties, such as the layout name, grouping, margins, and page orientation, are defined for each layout. For a complete list, see Properties defined at the level of a layout.

Related Topics

• Properties defined at the level of a layout

• Creating multi-layout documents