Create and Edit Sheets

Create and Edit Sheets 150 150 Heredis Help Knowledgebase

You can edit individual or couple sheets.

Creating sheets

  • Choose (Windows) Reports / (Mac) Documents  > Sheets or click the Sheets button in the toolbar.
  • Select the document type from the list on the left.
  • Select the appropriate graphic theme in the viewer

(Mac) Choose the type of sheet then the theme

(Windows) Choose the type of sheet then the theme

  • Click on the different tabs to choose the appropriate construction parameters for your document. See paragraph below.


Composing a sheet

(Windows) Sheet’s Layout

(Mac) Sheet’s layout

The presentation and content options can be selected from the various tabs. Changes made to a theme are memorized for future use of the same theme.

  • Click on the Structure tab
    • check the information to be included in the form: different family members, photo album, notes, private data, search data, etc.
    • choose how to manage sources.
    • choose the person(s) to be treated.
    • Note: If you want to edit the sheets of several persons in your file at the same time, you must first mark these persons using the flag of Personal Data screen. You can mass mark according to one or more search criteria through smart search. For example, you can search for all persons with the Thomas name and then click the Marked >Declare marked button in the processing area. See the Smart Search article for more details. Then select Print Marked Persons Sheets. You will get all the relevant sheets at the same time.

Be careful, the more persons you put, the longer the edition will be. Avoid putting too many people at the same time not to block Heredis for many hours if your file is consequent.

(Windows) Structure tab

(Mac) Structure tab

  • Click the Persons tab.
    • Choose the surname and given name formats.
    • Check the boxes to add Prefix, Suffix and Nickname if you entered these fields.
    • Check the boxes to include the information in the sheet: preferred picture, number, occupation, title, child status, signature, flags (confidential, childless …), notes.
    • Check the corresponding boxes to include in the document the spouses of each child and whether or not they have descendants.
    • (Mac) Check here the box to add Facts.

(Windows) Person tab

(Mac) Person tab

  •  Click the Events tab to select which events to include:
    • minor events (other than birth, death and marriage event), cross-events (events in which the person participated as a witness, for example).
    • Choose the format of date of events.
    • Check the Dates in Gregorian calendar box to display all dates in this calendar, regardless of the calendar in which they were entered.
    • Choose the place style from the drop-down menu. Select which elements of the places you want to display in the document from the ones you have entered.
    • Check the box Include subdivision to give more precision to the place.
    • For each event, specify if you wish to mention witnesses and notes.
    • (Windows) Choose to add the Facts of the person.
    • If you selected the Biography document, check Show Missing Data to have your family complete it.

(Windows) Events/Facts tab

(Mac) Events tab

  • Click the Style tab and choose the formatting of the form:
    • type of font,
    • text size and color,
    • specific colors for men, women and numbers,
    • colors of the titles
    • colors of background fills
    • color and thickness of the borders of the document.

(Windows) Style tab

(Mac) Style tab

  • Click the Page tab and set your print options:
    • indicate the text to include in headers and footers,
    • paper size and orientation,
    • setup the document mar­gins.

(Windows) Page tab

(Mac) Page tab

  • (Mac) Select the word processor with which you want to edit the docu­ment. Heredis shows you all programs that enable editing and are installed on your computer.
  • (Windows) The sheet will open in your default word processor for .docx file formats that is installed on your computer. If you do not have a default word processor for this type of file, Heredis will not be able to open the file. Remember to check in Windows system, if you have a default application for .docx.
  • Click Edit to start the word processor.
  • Click Export if you want to use it differently and create a .txt document to be open in raw text format.

Important: Once your sheet is created it becomes an independant document from Heredis. You can modify it in your word processor. If you encounter {XE} tags in your sheet, it is not due to Heredis, see {XE “xxxxxxxxxx Names” } tags in your documents, what to do? article.

Save a Sheet

A sheet edited in your word processor becomes an independent document from the Heredis software. This document can be saved for later reprinting or modifying. To keep the document displayed in your word processor, use the saving feature of your soft­ware. It is generally found in the File menu.

To change the name proposed by Heredis for the document, or the location of the file, choose File > Save As. These commands are generally the same in all word processors.

Print Sheets

You will start printing from your word processor, having made chang­es if required.

Note: Heredis is optimized for Microsoft Office (paid) or LibreOffice (free) word processing available for download. Heredis is compatible with Microsoft Office for Windows as from Office 2016 and for Mac as from Office 2019. As for LibreOffice, it is important that you have the latest version installed and not an older one.

Usually, you can find the Print options in File menu > Print but it depends on your word processor software. Refere to its user guide to know exactly how.