The template configuration panel provides for the meta data and control characteristics of the template and its resulting documents.
Template Name
The template name field should be descriptive and concise. This value will be displayed in the drop down list for template selection in the Create New Document wizard. It will be the default document title for any document created using the template. Some special characters cannot be used within a in template name.
Template Description
The template description is a longer description which provides the opportunity to instruct users on the appropriate use of the template. This description only appears in the Template Listing.
Minimum Access Requirements to View Documents
The licence level of a user is distinct from their role allocation levels in UniPhi. The primary purpose of this setting is to restrict Team Member access to documents that contain information that would not be accessible to them on screen, i.e. Costs, Fees, Contracts, etc. This defaults to Team Member.
OnSite Compatible
“OnSite” is the UniPhi mobile app (for iOS tablets, and Android devices). The OnSite compatible controls are a subset of the UniPhi controls. It is important to note that not all template controls are compatible with the mobile devices. If you are creating a new template specifically for use on a mobile device, you must tick the OnSite Compatible button. If you would like to use an existing template on your mobile devices, ticking the OnSite Compatible box will perform a quick test and inform you of any incompatible steps.
Project Specifics
As administrator you may choose to define the various project specific information filters. Defining your organisations Sector, Project Type, Service Line, Location, and Project Phases will allow you to allocate particular templates to specific organisational or according to project criteria. By default, your template will be available across all projects.
Project Phase
This field is used to assign a template to a specific phase of a project. The purpose is to assist the user in understanding when a template would be used.
Template Category
The template category selection includes the template in that category. Leave this as “None” unless a specific category is required. The template will appear in the template selection lists or the document creation wizard by default in the “All” category selection or the specific category if the list is filtered.
Default Style Sheet
The default style sheet sets the selection as the default format for the output all documents created with the template. This can be overridden at document creation or when preparing document output.
Email View
The Email View option selects the default setting when email a document based on the template.
The View list options are:
• Team List: The Resources associated with the project listed by Name
• Project Roles: The Resources associated with the project grouped by Role
• Global Roles: All Resources from all projects in UniPhi grouped by Role.
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