To create a basic template:
1. Click in the Methodology > Templates tab. The Document Templates view will be displayed. This lists any templates already created and gives a brief description:
2. Click on the plus icon. The New Template view will be displayed:
3. Enter a descriptive name for the new template. 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. Special characters commonly include: \ / : * ? ” < > |
4. Enter a more detailed description for the template. This information will be displayed in the Document Templates view and will assist users to understand the templates intended usage and purpose.
5. Select the accessibility of this template by choosing from the drop down menu. This is a restrictive hierarchy control. Where a team member is specified as the minimum level, then every licenced user may use the template and view the output documents. While a minimum access level of Administrator would restrict use of the template and visibility of output document to Admin licenced users only.
6. If this template is to be used remotely on mobile devices via the OnSite app, tick the OnSite compatibility checkbox.
7. Choose from the dropdown menus the Sector, Project Type, Service Line, Location and Project Phase. Adding a tickbox next to any of these organisational custom categories will restrict the use of your template to only those projects which fit into your specified criteria. This is intended to reduce the number of templates that are presented to your end users (e.g. if your organisation spans various regions, you may establish regional templates and link each one to a particular location)
8. The Default Stylesheet filter allows you to specify what style the output document will adopt. Your deployment may have several defined style sheets such as coversheet, or letterhead.
Stylesheets: UniPhi programmers can apply customised stylesheets, which are specific to your organisations requirements. This may include adding your organisation’s standard letterhead, or coversheet design, for example.
9. Tick or un-tick the Signatures, Comments, Transmittal and Watermark boxes depending on whether you do or do not want these features to appear on output documents.
Signatures: displays who has signed the document off
Comments: displays comments made regarding the document – usually while in draft format
Transmittal: displays who the document has been emailed to, and when
Watermark: displays a “DRAFT” watermark on the document when rendered.
10. Select the Email View List. This is a list of resources on the project that will appear when the document email view is selected.
11. Select the required paper size from the dropdown menu.
12. After indicating the phase, stylesheet, edit and signoff roles, click the Save & Next icon:
13. Enter a Step Title for the first step of your template.
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