The document templates overview allows managing the existing templates. Operations like creating, editing, deleting and importing from files is possible here.
Furthermore, it is possible to create document categories to group the individual documents and templates thematically. The button "Edit categories" leads further to the dialog admin, where the categories can be added to the selection.
This way documents can be grouped for example by type (protocols, manuals, ...) department, language or own criteria.
Create new document template#
A new template can be created via the "New" button. The add-on will continue to the next input mask here. At the beginning, general and chapter-independent contents can be edited.
The designation defines the name of the template by which it can be found in the system.
The template can be assigned to a document category. Only categories that have been created in advance are available. The category of a document can be changed at any time later.
- Title page
The cover page can be designed according to your own specifications. It appears as the first page of the finished document.
The header represents the header area of each page of the document. The content is added to the top of each page.
The footer can be found at the bottom of each page. Additional content can be added here as well, similar to the header.
The options allow to specify whether a cover page, a table of contents and (chapter) headings should be used. It is also possible to specify the format of headings.
In the lower area of the options further settings for the PDF documents can be made. These include margin spacing and page orientation. If necessary, you can also upload and add your own fonts. The use of background images for the cover page, the table of contents or all other pages is also possible here.
- User-defined fields
To add more fields to the document, it is possible to define your own fields under "Custom Fields", which can later be included in the document. For these fields some field types are available, which define the content. The required fields can be added using the "Add new field" button.
To include the user-defined fields in the document itself, this must be created once. Afterwards all fields are available in the editing view of the document and can be filled there. To ensure that the information is also filled in the document (PDF/HTML), a new revision must be created. If the information in the fields has been updated, it is also necessary to create a new revision.
Create chapter in document#
After the basic settings have been made, the template must be saved. Now the template can be called up again from the overview of the corresponding document category. From now on, it is possible to add new chapters via the "New Chapter" button and thus express the contents of the document.
Existing chapters can be adjusted via the pencil icon, which is displayed on mouseover. At the same time, the green plus icon is also displayed here, which enables the creation of a subchapter. This subchapter is subordinated to the existing chapter and is one level lower in the chapter hierarchy. The chapter can also be deleted again via the X icon.
Each chapter can first be given a name that also serves as a heading for the chapter and appears in the table of contents if it is active. As soon as several chapters exist, a superordinate chapter can be selected. The selection Chapter template allows to reference an already existing chapter. Additionally, you can specify whether the chapter should use the available space on the last page of the previous chapter or always start on a new page.
The Content section provides the option to copy content of existing chapters into the template.
In the input field the content of the chapter can be inserted via the WYSIWYG editor. The different contents can be inserted via the icons. The icons are divided into several areas.
Export and import templates#
If required, existing templates can also be exported independently and imported into other clients/installations of i-doit. To export an existing template, it must be called up in the editing view. In the line in the upper area, the button "Export document template" can now be used to execute this process. The template is provided as a file in .zip format, which contains all contents, including inserted images, and can be saved locally on your own system.
An exported template can be uploaded to the system via the "Import document template" button in the list of templates. To do this, the file in .zip format must be selected from the local system via the browser. The template is then available for use in the add-on.
Duplicate Document Templates#
Using the "Duplicate document template" button in the document template overview, already existing templates can be duplicated. To do this, the desired template is first selected via the checkbox, so that using the button opens another dialog. Here the name of the duplicate as well as the category in which it is to be sorted can be specified.
Ready-made document templates are available in the online repository, which can be adapted to your own requirements and needs and used to generate documents. After these have been downloaded, they are available in the document templates.
In order to access the online repository, the i-doit server must be connected to the Internet. In addition, the selection of available templates depends on the selected i-doit system language.