How-To:Document Template: Difference between revisions

Revision as of 09:14, 5 August 2024

The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application.
Then you have two (2) options on How-To:Create a template.
- First, you may proceed to the “Documents” section and choose “Templates”. Then click, “New Template”.
- The second option that you have when creating a template is, go to the “Create” section in the upper part of your screen and click “Template”.
Then you will be directed to the at called “New Template”. You will first add a description of the template you are creating.
Then, there are two ways of understanding in terms of actually getting the body of the document in creating a new template.
Proceed to the “New” and dropdown to choose what would be the format of body of the document.
If you have an existing body document that you’re going to use, just click “upload” instead and you will be directed to your local drive.
Then you will choose the category of your template which is just a name to group different templates together.
You have the option to edit the file that you’ve uploaded. In case if it is a (.docx) you will be directed to edit the document in the microsoft word, while if it is a (.pdf) you will be directed to the adobe acrobat to check and edit the document you’ve uploaded.
Proceed to “Check In” the document.
Next go to the “Content” section where you see all those different fields of content markers, they're all in here and they appear in the order in which they were added to the document.
For the “Asset” section, you will have the option to add what you want for the file or document to work.
After adding assets, do not forget to check the box as “Required”.
Then, go to the “Attachments” section and add a document or create a new asset.
Double check the details and if it is all good just click “Save and Close”

@@ Line 1: / Line 1: @@
-== How to create a “Template” ==
+# The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application. [[File:Step 1 - Create Template.png|none|thumb|500x500px]]
+# Then you have two (2) options on How-To:Create a template.
+#* First, you may proceed to the “'''Documents'''” section and choose “'''Templates'''”. Then click, “'''New Template”'''.[[File:Step 2.1- Create Template.png|none|thumb|500x500px|[[File:Step 2.2- Create Template.png|none|thumb|500x500px]]]]
+#* The second option that you have when creating a template is, go to the “'''Create'''” section in the upper part of your screen and click “'''Template'''”. [[File:Step 2.3- Create Template.png|none|thumb|500x500px]]
+# Then you will be directed to the at called “'''New Template'''”. You will first add a description of the template you are creating. [[File:Create Template - Description.png|none|thumb|500x500px]]
+# Then, there are two ways of understanding  in terms of actually getting the body of the document in creating a new template. [[File:Step 4.1- Create Template.png|none|thumb|500x500px|[[File:Step 4.2- Create Template.png|none|thumb|500x500px]]]]
+# Proceed to the “'''New'''” and dropdown to choose what would be the format of body of the document. [[File:Create Template - Category.png|none|thumb|500x500px]]
+# If you have an existing body document that you’re going to use, just click “'''upload'''” instead and you will be directed to your local drive.[[File:Step 6 - Create Template.png|none|thumb|500x500px]]
+# Then you will choose the category of your template which is just a name to group different templates together. [[File:Step 7 - Create Template.png|none|thumb|500x500px]]
+# You have the option to edit the file that you’ve uploaded. In case if it is a (.docx) you will be directed to edit the document in the microsoft word, while if it is a (.pdf) you will be directed to the adobe acrobat to check and edit the document you’ve uploaded. [[File:Step 8 - Create Template.png|none|thumb|500x500px]]
+# Proceed to “'''Check In'''” the document. [[File:Create Template - Asset.png|none|thumb|500x500px]]
+# Next go to the “'''Content'''” section where you see all those different fields of content markers, they're all in here and they appear in the order in which they were added to the document.[[File:Step 10 - Create Template.png|none|thumb|500x500px]]
+# For the “'''Asset'''” section, you will have the option to add what you want for the file or document to work.[[File:Step 11 - Create Template.png|none|thumb|500x500px]]
+# After adding assets, do not forget to check the box as “'''Required'''”. [[File:Step 12 - Create Template.png|none|thumb|500x500px]]
+# Then, go to the “'''Attachments'''” section and add a document or create a new asset.
+# Double check the details and if it is all good just click “'''Save and Close'''”
-# Open the app and go to the “Create” section and click the “Template”.
-# Add a description
-# Add output format if different than above. Add category (optional).
-# Tick the box of attributes if active or fragment. Treat as correspondence (optional)
-# You can add assets, attachments, and requirements.
 [[Category:How-To]]