How To Edit Style Sheets
This document explains the use of Style Sheets in Collect!.
Style Sheets provide a very attractive way to display reports and
letters in your browser. Each one of your operators and
your Company as a whole, can have their own Style Sheet.
To use the Edit Style feature, you should have some knowledge
of HTML and how to create HTML pages for your browser.
Requirements
- Setup Operator settings, User Levels, Access Rights
- Setup Report and Printer Setup
- Knowledge of HTML code
- Setup Internet Explorer or Netscape default HTML Page Editor
- Use Windows directories
- Create and Save files
- Print Reports and Letters in Collect!
Overview
Style Sheets are HTML forms that can be modified to suit
each of your operators. When a report or letter is printed,
it can be printed on this Style Sheet. The result is displayed
in your browser. From there, you could print a hard copy.
* In smaller companies, perhaps most of your letters and reports
could be displayed and printed directly to a browser.
* Sales people could send a custom HTML page directly to clients.
* Skip Tracing operators could directly submit predefined HTML
forms to the Internet service you use for skip tracing. This Skip
Tracing style sheet would simply be filled with populated fields.
When you choose 'Print via Browser' in your Report and Printer
Setup or on an individual Operator's form, Collect! automatically
checks for a Style Sheet. If it finds one, the letter or report
is printed on this Style Sheet. It is like using Letterhead stationery.
This feature only works if the Operator is setup to
"Print via Browser" from within Collect! Access rights and User level
also influence whether or not a particular Operator is authorized to
print the report or letter that you choose.
See Also:
- Report Options
HTML Editor
Before using this feature, you should know which program
your browser is setup to use for editing HTML pages. Three
possibilities are Notepad, WordPad or Front Page Express.
Look in your browser's options for "Programs." There
will be a setting for "HTML Editor." Accept the default or
choose your own favorite HTML authoring tool.
HTML Code
You should have a thorough knowledge of the various HTML
commands used by different browsers. A few basic commands
can be used to produce an attractive page but you have to
know how those commands are used. You can use the
System.html that Collect! includes in the Demonstration
database as a template for your pages.
Editing A Style Sheet
When you click one of the Edit Style buttons located in Collect!
the program that your Window system uses to edit an HTML
page should open. Most often, this will be Notepad or WordPad,
but your system may have a different program associated with
editing HTML files.
Click on the Edit Style button in the Operator form to edit the
Style Sheet for a particular Operator. Or, select the
EDIT STYLE SHEET button from the Report and Printer Setup
menu to edit the system Style Sheet.
To access the Report and Printer Setup menu, select
Print from the top menu bar and then select Settings,
Report and Printer Setup.
Customized Style Sheets
A Style Sheet can be developed for different types of users.
A Sales Manager might have a sophisticated HTML page with
marketing appeal and the Company logo. A Junior Collector
might have an "in-house" personal statement Style Sheet
or no Style Sheet at all.
If there is no Style Sheet for the Operator, then Collect!
will use the system Style Sheet. The system Style Sheet
is located in the folder CV11\styles and is named "System.html" .
Modifying The Default Template
The System.html supplied with Collect! can be used as a
template for other Style Sheets, It can be copied, pasted
and then modified to meet your different requirements. Be
sure to save the new HTML page in the CV11\styles folder so
Collect! can find it.
Collect!'s System.html, shipped with the Demonstration
database, will produce an HTML sample page. This template can
be modified and you can use your own .bmp (bitmap) logo graphic
in place of Collect!'s header.
To modify the Style Sheet from within Collect!
1. Select System from the top menu bar and then select
Preferences from the drop-down choices. This will display the
System Setup menu.
2. Choose Reports and Printing. This will display the
Report and Printer Setup.
3. Press the EDIT STYLE SHEET button to open the System.html.
This HTML page will open in the program that your Windows
system uses to edit HTML pages.
4. You can modify this HTML page using standard HTML tags.
However, you must be careful not to alter the part of the page
that reads <!End Header> and
<!Start Footer> Collect! inserts your
letter in between these two comments so this part of the page
must not be altered or you may not get the output that you
expect when you use your style sheet.
5. Choose "Save As" from the editing program's File menu.
Locate the Collect! CV11\styles folder and save the
system.html with a new name as described next.
It is VERY IMPORTANT that Style Sheets are saved
in the CV11\styles folder and named in the manner described
below or Collect! won't be able to find them.
Naming Style Sheets
1. The Style Sheet for your Company must remain named "System.html".
This is the name that Collect! looks for when you expect to display
your system-wide Style Sheet. You can modify the System.html
that Collect! provides. Replace the Collect! header with your logo and
edit the text. Remember to save it again with the same name,
System.html, in the CV11\styles folder.
2. Style Sheets for individual operators MUST be named with the
Operator ID. For instance, if you have an Operator whose ID
is SAM, then his Style Sheet will be called SAM.html. An Operator
whose ID is OWN would have a Style Sheet named OWN.html.
Using the System.html, you can choose "Save As" in
your HTML editing program and save the template with a
new name, the name of the Operator whose Style Sheet
you are designing. Use "Save As" again to save the same
template with the ID of another Operator. Then
these sheets can be modified as needed.
Modifying Existing Style Sheets
After Style Sheets have been created for Operators, they can be
accessed from the Operator form if you want to modify them.
1. Select System from the top menu bar and then select
Rights, Operators. Select an Operator to open the Operator form.
2. Select the EDIT STYLE button. If a Style Sheet exists for the
Operator that is being displayed, the HTML editing program will
open as described above.
Be careful not to alter the part of the page that reads
<!End Header> and <!Start Footer>
Collect! inserts your letter in between these two comments so this
part of the page must not be altered or you may not get the output
that you expect when you use your style sheet.
Setup Print Via Browser
Sheet Designed In Collect!
1. After you have designed your Style Sheet, close the
editing program. You will be at the Report and Printer Setup
screen again. If you modified a Style Sheet by pressing
Edit Style on the Operator form, you will be at the
Operator form again.
2. If "Print via Browser" is not switched on, you can switch
it on here to enable the use of your Style Sheet.
If you are on the Report and Printer Setup, remember
that print settings are system-wide on this form. Settings on
individual Operator forms over-ride these settings. You may
prefer to change the print setting at the Operator level instead.
See "Sheet Designed Outside of Collect!" for details.
Sheet Designed Outside of Collect!
Be careful not to alter the part of the page that reads
<!End Header> and <!Start Footer>
Collect! inserts your letter in between these two comments so this
part of the page must not be altered or you may not get the
output that you expect when you use your style sheet.
If you did not design your Style Sheet from within the Collect!
you will have to go into Collect! to check the print settings before
trying out your new sheet.
1. Sign into Collect! and pull down the System menu.
2. Choose Rights, Operators and open the Operator form for the
Operator ID that you are signed on as.
3. Select "Print via Browser" from the "Printing" pick list
in the Operator Detail.
System-wide print settings are accessed through
the Report and Printer Setup as described above. Settings for
individual Operators over-ride the system defaults. So make
sure "Print via Browser" is enabled at the Operator level.
Reports And Letters
When the Print via Browser switch is 'On' all reports and
letters printed will go to the Browser. For this reason, it
is necessary that those documents are designed with
the HTML Printer Control Codes or they won't display
properly. Simple letters may not be affected, but there
are differences!
See Also:
- Printer Control Codes
- How To Control Print Attributes
- Default Printer Codes
Adding Images To Your Style Sheets
You can use standard HTML tags to add an image to your
style sheet.
Be careful not to alter the part of the page that reads
<!End Header> and <!Start Footer>
Collect! inserts your letter in between these two comments so this
part of the page must not be altered or you may not get the output
that you expect when you use your style sheet.
Images, like your Company logo, and all other images which
you reference in your HTML tags must be placed in the
CV11\bin\global\masterdb\ debtor\letters folder. This is the folder that
will contain any Debtor reports or letters that you print. The images
have to be in the same folder unless you specifically name a
different path in your HTML tags. You could also create a GIFS
subfolder, in the CV11\bin\styles folder for instance, put all your
images there and reference it in your HTML tags.
Changing the System.html at a later date will NOT
automatically alter any style sheets belonging to operators
who have their own Style Sheet with their own filename. To
change any of them, you must repeat the process described above
to open the particular Operator's HTML file in an editing program.
If you are using the default System.html, then changes you make
to it will be immediately recognized after you save the file
again and print something.
Previewing Your Report
You can preview a page created with the System.html at any time.
After you have created operators' Style Sheets, you can preview
them as well.
Make sure the Operator you are signed on as is setup to
"Print via Browser". Also, the Access rights and User level for the
Operator must allow printing of the report or letter that you choose.
See above.
1. Choose a report or letter to print. The Operator must
have access rights to the report that you choose. You can always
choose Quick Print to try out your Style Sheet.
2. When the Print screen is displayed, choose Printer, Preview. This
choice is visible only when "Print via Browser" is switched on.
3. Press Print.
If you perform these steps for an Operator without a Style
Sheet, Collect! will use the System.html instead, as long as "Print
via Browser" is switched on for the Operator.
4. The browser will open and your report will display complete
with the graphics and text you added to your Style Sheet.
Be careful not to alter the part of the page that reads
<!End Header> and <!Start Footer>
when you edit your page. Collect! inserts your letter in between these two
comments so this part of the page must not be altered or you may not get
the output that you expect when you use your style sheet.
HTML Report
The report that is created is named with the ID of the Operator,
a number and the .html extension. For instance, own2.html.
Whenever a new report is printed, the number is incremented. The
file is created in the CV11\bin\global\masterdb\letters folder. You
can print it from the Browser window or send it as an HTML page.
If you send the HTML page to someone, remember to
include any images that the Style Sheet depends on for display purposes.
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