UniPhi features two types of template. The first and most valuable in terms of efficiencies and traceability is the UniPhi template.
UniPhi templates make use of the predefined and configurable template controls which have been designed to draw information that is stored within UniPhi, into a document format.
The second type of template available through UniPhi is the MS Word template . MS Word templates are basically formatted documents that have been saved into UniPhi’s documents module, which are then available to users of UniPhi. MS Word templates do not have any functionality to allow for information to be drawn from data stored in UniPhi.
Documents produced using MS Word templates are also not able to be searched or filtered through the Documents tab. For these reasons, templates using the MS Word format are best suited to reference materials, or standard text documents where the contents have been defined and does not change.
Adding a MS Word Template
1. From the Methodology / Templates tab, press the Add MS Word Template button.
2. Enter a title for your template, add a description that will assist your users to understand when and why the document will be used, and specify the template category (if necessary)
3. Finally, attach the required file and then save your changes.
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