Document template
Create a new document template
Add an item to a document template
Remove an item from a document template
Example of a document template
To place document typicals in a document, a document (=template) is required. With the use of document templates the user is allowed to create predefined documents in the library. Document templates are, in combination with document types, needed for generating documents. Examples for document templates are:
A document template can contain one document typical. Additionally it can contain attributes and a value set. You can add a typical, attributes and a value set to the template by drag and drop from detail window 'Library'. If the typical of the document template contains variables, the connection between de typical variables and Typical Manager attributes will be established here. If you add a typical to the template, and the variables of the typical are available as attributes in Typical Manager, these attributes are automatically added to the document template. Per template the variable status is available in detail window 'Variable status'. The variable status is only needed if your template typical contains variables. Also a file viewer is available. You can export the list of document templates to Excel by clicking Export excel.
Auto divide
When a template has a typical and linked to the a document type. Then the typical will be automatically be used as base template for the entire document.
If this template typical contains the text <!startposition!>, then the first typical that is automatically divided, will be placed at that position.
See also:
Changing attribute expressions
Click .
Enter a unique name
Optionally, enter a group and a subgroup.
If you do not want this document template to appear in the library, it can be disabled by unchecking the ‘enabled’ check box.
Instead of creating a new document template from scratch, an existing document template can also be copied.
Select the document template to copy.
Click .
Enter a new, unique name for the copy.
Optionally change the document template’s group, subgroup and enable or disable it.
Select the document template to remove.
Click .
Click in the message dialog.
Notes:
1. A document template in use can not be deleted.
(Attributes, document typical, value set)
Select the item to add to the document template from the library panel. Selection of multiple items is only possible for attributes.
Drag the item(s) to the desired document template.
Optionally, change the default value(s) of the items.
Notes:
1. In case multiple items are dragged to a document template and one or more of these items are already present in the template, the drag action can not be completed.
2. A document template can only contain one document typical
Attribute - Read only
Attributes can be put into read only mode, this disables the ability to change the attribute value.
(Attributes, document typical, value set)
Select the document template from which an item will be removed.
Click the left of the template’s name to unfold the item tab.
Select the attribute to remove. Selection of multiple attributes is possible in case more than one should be removed.
Click .
Click in the message dialog.
To remove the value set, click on the small 'X' in the value set cell.
To remove the document typical, click on the small 'X' in the document typical cell.
To store a description or additional information on an document template, a memo tab is available in the information panel.
Each document template has its own memo field.
In this case we created a document template called ‘Template Datasheet’ and we connect typical ‘Datasheet[00 TEMPLATE]’ to it. This typical doesn't contain any variables, so we don't have to add attributes to the template.
