Write with a template

A template holds the text that repeats from one document to the next: the headings of an internal memo, the opening of a memorandum, the sections of a weekly report. Picking it on a document copies that text into the body, where you complete it.

Before you start

• The Document Templates menu is shown to users with the Manager: All Documents access right. Every user of Work Documentation can pick a template on a document.

Prepare the template

1. Open Work Documentation/Configuration/Document Templates and click New.
2. Type the name of the template in the title box (it reads e.g. Weekly Status Report until you write), then write the text in the Content tab: its headings, its tables and the places left to fill.

3. Click Save manually.

Start a document from it

1. Open Work Documentation/Documents, click New and choose the Template.
2. The Content tab is filled with the template's text. Complete it, then fill the Subject and the Type as usual.

The text is copied, not linked: changing the template later leaves the existing documents as they are, and editing the body of a document never changes the template.

FAQ

I picked the wrong template.

Pick another one: its text replaces the body. Anything you had already written is replaced too, so pick the template before writing.

Can a template choose the type?

No. A template carries text only; the type and its approval rule are chosen on the document.