22. Enter in text into the rich textbox, formatting as required using the editor buttons:
23. Save your entry.
You can use the Insert Before icon to amend the order of your steps and include a step you may have missed.
24. Repeat the process (enter a step title, step description, indicate if you require a page break, select how or if you want the title displayed, if you wish to hide the step):
For this step, add another Textbox (Rich) Input Object Type but this time, add a table and template variables. Template Variables will be explained further on when you go to add them to the table.
25. Insert a table by selecting the insert table icon. Select 4 columns, 4 rows, 2 Cellpadding and a width of 650 in the dialog box that is displayed:
Cellpadding sets the amount of space between the contents of the cell and the cell wall. Cellspacing controls the space between table cells. Cellpadding is usually more effective than cellspacing for spreading out the contents of tables.
Example:
26. Select Insert to insert the table into the rich textbox:
27. Format the column width by selecting the top cell in the column and clicking on the Cell Properties icon:
This will launch the Table cell properties dialogue box. Set the column width to 100, which is 100 pixels.
Colum Widths: When setting the column widths, be sure to note the total tabled width in pixels and make each column a subset of this totalling the width of the table.
For example, in the table we are creating the first column will be 100 pixels, the second 225 pixels, the third 100 pixels and the fourth 225 pixels totalling the table width of 650 pixels.
28. Repeat above steps to complete setting your column widths:
29. You can use the table as it is to space out the text ad not have it appear as a tale in the output document. Have your table format to your standard style, right mouse click and select table properties:
This will launch the Insert/Modify table window:
30. In the Class drop down list, select “table”. This will apply your table style to the document when it is saves as a PDF.
31. Click the Update button:
Table Class means that you do not have to use advanced table setting to make your tables look consistent. Instead Let UniPhi apply the required formatting when the PDF is generated. This will ensure all the tables in your documents are consistent.
32. Click on the Save & Next icon to move onto the next user control
33. Click on the Complete icon to finish adding steps to your template.
34. You will be presented with the Step Order box:
This enables you to sort the order in which inputs are displayed, or output, in a document. For example, if you were stepping someone through how to enter a business case, you would get them to complete a variety of analysis first (e.g. situation analysis, SWOT analysis etc.), then they would enter the main document information and lastly they would write the executive summary. However, we would want this order reversed when displaying the document.
35. Decide which order you would like to display the document by amending the output order.
36. In Document Autoname use text and template variables to apply rules to generate the document name.
37. Specify any sign off roles, including any financial delegations of authority for your financial document (e.g. progress payment, or contracts)
Found at the end of the template creation wizard. This feature enables specific Roles to be selected as the sign-off roles. UniPhi also allows delegation sign-off based on specified monetary values.
In the scenario below, the Construction Reviewer is only authorised to sign-off on documents which have a budget value of up to $50,000. The Project Director however, will be required to sign-off all documents that have a value greater than $50,001.
37. Click on the Finish icon.
You have successfully created a template.
Template Variables
A template variable allows information that already exists within UniPhi to be automatically inserted into a document when it is created. For example, the name of a project may be inserted by using a variable such as $Project.Name, or the phone number of the project manager may be inserted by using a variable such as $Resource('Project Manager').Phone
Template variables are available when adding a rich text step to a template by clicking on the icon. Certain variables that are project specific are always available, however others such as contract specific variables can only be inserted into a template if a contract had been selected in an earlier template step, such as when creating a contract variation.
Template variables are also available for Document Autoname.
Template variables are created in the Admin > Template Variable view. UniPhi software developers will create required template variables on your behalf.
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