Create new template
- On the top of the main navigation bar, click 'Templates';
- At the top left of the screen, click '+ New template';
- Then fill in these details: (fields marked with a star are mandatory).
- Name: Give the template a name
- Folder: choose the folder where the template will be placed
- Style: select the layout (style) of the template
- Language: select the language in which the document will be written
Advanced settings:
Below the mandatory data entry fields are the advanced settings. These can be checked/unchecked and these are the following settings:
Template settings:
- Include front page: turn on this setting to show the front page in the document
- Include table of contents: turn this setting on to show the table of contents in the document
- Automatic archiving: select (if required) a date when a template will be automatically archived.
Created documents settings:
- Enable approval steps for editable content
- Allow users to create additional appendixes in documents: this gives writers the rights to add new attachments to the document.
- Show hidden elements: when an element is filtered out in the document, this setting will show a text that the element has been filtered out.
Then click "Create template" to create the template. See this article to set up the template: Template Design
Step 1 & 2:
Step 3: (both images below are the same settings menu, where scrolling can be done before saving).
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