Each document type is assigned to a master design or template.  A master design template must have at least one subordinate design file associated with it.

Depending on the number of designs, it may be helpful to search for a specific design by Name or Type.

Before Master designs can be created, at least one underlying sub-design must exist.  The subordinate design is the basic building block for all master design templates.  Each subordinate design can be used to store MICR information, design logos, digitized signatures, and other document particulars that print.  Each subordinate design is created to maximize efficiency and help with design maintenance.

During the installation of eSigna, 3Core Software created design templates as required by the project outline.  It's often helpful to use these templates as guides when creating new document designs.

Click to Shrink/Expand

Click Add Design and enter a brief, descriptive design Name and click OK. In the resulting screen;

At least one feature (line, rectangle, image, or text) must be added to a design for it to be saved.

       Editing a Sub-Design

For help editing Master designs, click here.   Many events can precipitate design changes - changes in policy, address, logo and branding and form/stock changes to name a few.   1. If needed, use Search to find the target design. 2. Select the design to be edited and click Edit Design 3. Delete Item - select a particular item and click Delete Item to remove it from the design. 4. Copy Item - select a particular item and click Copy Item to copy one design item and reuse its attributes for an additional item on the document. 5. Edit Item - select a particular item and click Edit Item to adjust its attributes as described below:   • Add Line provides the means to insert a vertical or horizontal line.  Set the line attributes by typing a short Name  and configuring the Left, Top, Length, and Width.  By default, the line is horizontal.  Select Vertical Line to change to veritcal.  If the line is to be activated by a macro, check As Macro and select the Macro Name.  Click OK to save changes. Example Dialogue box • Add Rectangle inserts a box (such as a box around a dollar amount).  Set the rectangle attributes by entering a short Name and configuring the Left, Top, Width, Height and Line Width.  If the rectangle is to be activated by a macro, check As Macro and select the Macro Name. Example Dialogue box • Use Add Image to insert a bank or company logo or digitized signature.  eSigna can import bitmap (.bmp), JPEG, and other standard Windows graphics formats.  It is recommended to ensure the graphic file be reduced in file size as much as possible to increase performance as client workstations download design files.  Set the image attributes by typing a short Name  and configuring the Left, Top, Width, and Height.  Use the binocular icon to search  for the stored image file.  If the image is to be activated by a macro, check As Macro and select the Macro Name. Example Dialogue box • The most common action is to Add Text.  Set the text attributes by typing a short Name and configuring the Left and Top values.  If Align is changed to center or right, type a width and height value.  Use the binocular icon to select a Font type, adjust the Font Size, Style, and Rotation.  Next, enter the actual Text to print for this item.  If the text is to be pulled programmatically from the form or database, specify the macro name. Example Dialogue box   Once added and tailored, design items can be Previewed, Printed or saved.  To save, click OK   Deleting a Design 1. If needed, use the Search feature to locate the target design. 2. Select the design file to be deleted and click Delete Design 3. Click OK to confirm deletion.   Note: Sub-designs that are referenced in a master design may not be deleted.

Document Designs consist of Master and Subordinate Designs.  In the picture below all designs are visible, both Master and Subordinates.   Master Designs are commonly named similarly to the documents they’re associated with (Mortgage Loan GL, Official Check,etc).   By contrast, sub-designs are frequently used by more than one Master Design and are usually named for their function (Mortgage Loan Receipt, Mortgage Loan MICR). Before Master designs can be created, at least one underlying sub-design must exist.  The subordinate design is the basic building block for all master design templates

Click to Shrink/Expand

Click Add Master Design and enter a short, brief Name and click OK.  The resulting screen;

       Editing and Viewing Master Designs

Design files can be copied and renamed to facilitate the efficient creation of supplemental designs.

Renaming:

Copying: