The Template feature allows authors to make one, or multiple documents, all having a uniform appearance. A well pre-formatted template can prescribe very specific content, structure, formatting and prompt for minimal requirements. They provide reproducible consistency and continuity of style and are time-saving in that users personalize a standard, ready-made document.
Creating a document template is the same as creating a regular document except that the Type field is set to Template.
(Note: While you may be able to save template data in the Up, Previous and Next fields, that data is not intended to transfer over to a New Document.)
- MyGroupNote Position
- Up, Previous, Next
- Topics and Sub-topics
- Activation (including future activation)
- MiscOptions: Blog, No reminder, No keyword suggestion, No comment, HTML only mode
If you think you will need to access the template on the Live Site(s):
When you click on the New Doc link in the Documents tab, you will be led to a screen called Creating a New Document.
If you have not created a Template yet, you will see "No templates defined or available" in the Template dropdown menu.
However, if you have created a template(s), you can access it by clicking on the down arrow next to the Template field dropdown menu. Choose the appropriate template.
While the screen still says Creating a New Document, the fields that were pre-formatted with data in the template you selected will automatically populate the fields of the New Document.
From here, we recommend that you click on the Save Change button or the Submit button to assign this New Document its own, unique Document ID number. Once the New Document is saved, using either method, the screen will now read, Editing Document XXXXXX. (e.g. the New Document will prominently display the Document ID number).
Continue to edit the document as per your KB Site's workflow.