Question

How do I set fonts in merged documents that Smart Contractor generates?

Answer

Merged documents have text that come from two different sources.

1. The custom text (that you can edit) comes from the merge document template.
2. The text in formatted reports that are merged into documents, such as the job item listing, are generated by Smart Contractor.

You set the font of the custom text in merge document templates in the Setup > Customer Documents > Merge Documents menu option.

You set change the font of merged formatted reports (i.e. job item listing) in the Setup > Preferences menu option.

In that form, you use the Report Text Font to set the font of merged reports. Also, in the prompt for "Delineate Report Lines With", you can select an option to determine whether the merged reports appear with "Outline" - lined boxes around the text (like the default in Excel), or "Gray Bar" (the default in Smart Contractor), or to "No Delineation".