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Function documentationDocument Template Creation

 

Here you can create document templates for the following objects:

  • Portfolios

  • Buckets

  • Reviews

  • Collections

  • Items

  • Decision points

  • Initiatives

Caution Caution

Do not use the following characters in the folder name or the document template name: ü ä ö Ü Ä Ö ß ? ! " § / ( ) = { } [ ] \ * < >.

The creation of folders and document templates is specific to the portfolio in which they are created. For example, document templates created for an item in portfolio X, are not visible for items in portfolio Y. The exception to this rule is that document templates of the initiative are visible globally, across all portfolios.

End of the caution.

Activities

You create folders first. Then you create document templates and assign them to the folder.

Creation of Folders

  • In the structure tree, you navigate to the object for which you want to create a folder.

    The system displays the object as the top node in the Document Folder column.

  • If folders already exist, you navigate to the place where you wish to insert the new folder. Then you choose New Folder.

  • If required, you can enter a different folder name in the New Folder area.

Assignment of Document Templates

  • In the structure tree, you navigate to the object to which you want to assign the document template.

  • In the Document Folder column, you navigate to the place where you want to assign the document template. Then you choose New Document.

  • If you want to check in the document template to the system, enter the file path in the File field and then choose Check In. If you want to create a link to the document, you enter the file path in the URL field and then choose Check In As URL. The system switches to the detailed information for the document template and copies the document template name to the document template data.

  • If required, you can change the document template name.

  • Enter a Description and assign a Status.

Note Note

Only the documents with the status Released are visible and can be used when creating documents from document templates.

End of the note.