Printing onto Pre-Printed Forms Using Reflection Desktop, Reflection 2014 or Reflection 2011

This technical note describes a routine that you can use to configure a Reflection for IBM print job to fit onto a pre-printed form, such as an invoice or tax document, where the output must align with specifically located fields.

How to Use This Document

For best results, start with the instructions in the first section below, Initial Setup: Printing Without Scaling and proceed as directed.

Note: If you have previously printed your form in a satisfactory manner, obtain a copy for reference purposes. A reference printout will greatly facilitate several important steps in this technical note.

Initial Setup: Printing Without Scaling

Follow the steps in this section to allow your host to control the size and format of your print job. These settings produce the best starting point in all cases, and in some cases may achieve an adequate printout without further adjustment.

1. Start your Reflection printer session.
2. From the File menu, select Page Setup. Click Page Options > Page Scaling. Select "No Scaling" in the Page Scaling dialog box, and then click OK to return to Page Options.
3. In the Page Options dialog box, verify that the following settings are configured:

• Override host page format: Disabled (default)
• Characters per line: Auto (default)
• Lines per page: Auto (default)

4. In the Page Setup dialog box, select the "Override the orientation specified by the host" check box, and then select the correct orientation for your form. If the form is taller than it is wide, select Portrait. If it is wider than it is tall, select Landscape.
5. In the Page Setup dialog box, see the Paper Size drop-down menu to make sure you are using a paper size that matches the size of your form. See Selecting a Paper Size if you need more information on selecting a paper size.
6. Click OK to return to your Reflection printer session window.

Test Print and Evaluation

Once you have configured the above settings, print the form. Depending on several factors, your printer session may or may not be successfully configured at this time. Follow the instructions in this section to evaluate your print job and determine any further configuration steps to follow.

If you have a reference printout, compare the size of the text on your current printout to the text on your reference printout as follows:

1. Using a ruler, count the characters in a horizontal inch of text on both the current printout and the reference printout.
2. Using a ruler, compare the vertical measurements between the same two lines of text on each printout.

If you do not have a reference printout, use your best judgment to determine how well the text is sized and positioned to fit your form.

How well does your printout fit the form?

Adequately: You have successfully configured your print job if the text fits the form properly.

Close, but not quite right: The size of the characters and the measurement between lines matches your reference printout. (If you have no reference copy, the characters on your current printout appear to be the right size for the fields on your form.) However, if the text still does not fit the form for either of the following reasons:

• Near the margins, a few characters per line wrap up or down from where they should be located
• The text does not align properly to the fields, but falls close to the fields (generally speaking, within three characters in width or two lines in height; but lines that wrap may fall farther from the fields)

Skip to Minor Page Adjustments to fine-tune your print job to fit the form.

Not at all: If any of the following conditions are true:

• The character or line measurements differ significantly between the reference printout and your current printout
• If you have no reference printout, the characters on your current printout appear to be an inappropriate size for the fields on your form
• The entire printout appears to be an inappropriate size for your form

Proceed to Printing with Scaling to give Reflection control over the size and format of your print job.

Printing with Scaling

In this section, follow the steps in Scaling Setup to give Reflection control over the size and format of your print job, and then follow the instructions in Adjusting Font Size with Characters Per Line and Lines Per Page to re-size your print job to fit the form.

Scaling Setup

1. Start your Reflection printer session.
2. From the File menu, select Page Setup, click Page Options > Page Scaling. In the Page Scaling dialog box, select "Scale the page size specified by the host to fit on the Windows printer page." Click OK to return to Page Options.
3. In the Page Options dialog box, select the "Override host page format" check box. Click OK to return to Page Setup.
4. In the Page Setup dialog box, clear the "Override the orientation specified by the host" check box, and then select the correct orientation for your form. If the form is taller than it is wide, select Portrait. If it is wider than it is tall, select Landscape.
5. In the Page Setup dialog box, see the Paper Size drop-down menu to make sure you are using a paper size that matches the size of your form. See Selecting a Paper Size if you need more information on selecting a paper size.

Adjusting Font Size with Characters Per Line and Lines Per Page

To manually re-size a printout, Reflection for IBM uses Characters per line and Lines per page settings. Used together, these settings control the font size of the printout. The Characters per line (CPL) setting controls the width of the font. The Lines per page (LPP) setting controls the height of the font. Lower values enlarge the font; higher values make the font smaller.

To enter values for Characters per line and Lines per page, from the File menu, click Page Setup > Page Options, and then select the manual entry fields in the Characters per line and Lines per page areas of the Page Options dialog box.

Use the instructions below to calculate or estimate the values you should enter. Once you have entered values for Characters per line and Lines per page, click OK twice to return to your printer session window, and try printing your form.

Calculating Values for CPL and LPP

• If you have a satisfactory reference printout of the form:

• If you do not have a satisfactory reference printout:

To Calculate the CPL Value	Example (using 8.5" x 11" paper)
1. Count the number of characters in a horizontal inch of text on your reference printout.	10 characters per inch.
2. Measure the entire width of the paper and subtract its left and right margins.	8.5 inches minus two half-inch margins = 7.5 inches of text area width.
3. Multiply the characters per inch by the width of the text area in inches.	10 characters per inch times 7.5 inches = 75 characters per line.

To Calculate the LPP Value	Example (using 8.5" x 11" paper)
1. Count the number of lines in a vertical inch of text.	6 lines per inch.
2. Measure the entire height of the page and subtract its top and bottom margins to determine the height of the text area.	11 inches minus two half-inch margins = 10 inches of text area height.
3. Multiply the lines per inch by the height of the text area in inches.	6 lines per inch times 10 inches = 60 lines per page.

Minor Page Adjustments

The techniques in this section will help you fine-tune your print job to fit the form. Follow the Margin Adjustments instructions first. Proceed to Paper Size Adjustments only if needed.

Margin Adjustments

Using the Margins fields in the Page Setup dialog box, adjust the margins to re-position the text on your page. The two topics below detail several different ways to use margin adjustments

Note: You must enable the Override host page format setting in order to adjust the margins for your print job. To enable the setting, from the File menu, click Page Setup > Page Options, and then select the "Override host page format" check box.

Moving Margins to Adjust for Wrap

• If characters that should be on one line wrap down to the next line, decrease the right margin to widen the page.

• If characters that should be on one line wrap up to the previous line, increase the left and right margins equally to narrow the page.

Moving Margins to Re-position the Entire Printout

• To shift the entire printout to the left of the page, decrease the left margin.
• To shift the entire printout to the right of the page, increase the left margin. Decrease the right margin if some characters begin to wrap down to the next line.
• To shift the entire printout up the page, decrease the top margin.
• To shift the entire printout down the page, increase the top margin. Decrease the bottom margin if lines begin to fall off the page.
• Try combinations of margin adjustments as needed.

Paper Size Adjustments

In some cases, it may be possible to use a larger paper size to allow you to set the margins farther apart than your original paper size would allow. You may be able to either select a new paper size from a list of available paper sizes or create a custom paper size. Micro Focus recommends trying to select an existing paper size first, because selecting a paper size is the more straightforward procedure. Both procedures entail some trial and error and may not be successful with some printers or print drivers.

Note: If you are unable to select or create a paper size that will help you configure your print job, see Printing with Scaling to give Reflection control over the size and format of your print job. If you arrived here from Printing with Scaling, return to Adjusting Font Size with Characters Per Line and Lines Per Page, and re-size the printout to better fit your form.

Selecting a Paper Size

In your Reflection printer session window, click File > Page Setup, and then use the Paper Size drop-down menu in the Page Setup dialog box to select a paper size.

Note: Depending on your printer driver, the Paper Size drop-down menu may not include dimension information with the paper sizes listed. If you need dimension information for a paper size, from the File menu, click Print Setup. Select the printer and click Properties. In the Paper Options area, select your Paper size and note the dimensions displayed. If you are unable to find a paper size that will help you to adjust your print job, you may be able to create a custom paper size. For information on creating a custom paper size, proceed to Creating a Custom Paper Size.

Creating a Custom Paper Size

1. Click Start > Control Panel > Hardware and Sound > Printers.
2. Select your printer and click Select printing preferences.
3. In the Printing Preferences dialog box, on the Paper/Quality tab, click Custom.
4. Enter Width and Length.
5. Enter a Name, click Save, and then click OK.
6. In the Printing Preferences dialog box, click OK. The new paper size will be available in Reflection Page Setup, provided your printer supports it.

Adjusting Margins for a New Paper Size

When changing paper sizes, set the margins so that the text area on the new paper size initially has the same dimensions as the text area on the original paper size. Also, leave the left and top margins at their previous values so that the printout remains in the same location on the page.

For example, if your original paper size is Letter (8.5" x 11") and your left and right margins have reached zero, then your text area has a width of 8.5 inches. Switching to 9" x 11" paper, you would set the right margin to 0.5 inches to produce a text area of 8.5 inches in width. You can view these example dimensions in the chart below:

From that starting point, you can expand the width of the text area by decreasing the right margin as needed. For detailed instructions on adjusting margins, see Margin Adjustments.

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