Configuring Document Fragment Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Creating-Placeholders/Configuring-Document-Fragment-Placeholders - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

In the Create New drop-down list, Document Fragment inserts an existing fragment or template into the current template. A fragment is composed of existing text, Microsoft Word objects, or a combination of the two. Empty fragments can also be created. See Creating Document Fragments for more information on creating fragments.

Note the following:

  • Inserting fragments into tables is not supported.

  • Smart Tags are not supported in fragments. Text interpreted by Microsoft Word as a Smart Tag is not copied to the composed document.

  • When a bullet list style is applied to a fragment, the bullet characters are displayed outside of the fragment.

  • Inserting a fragment into itself or any dependent fragments is not supported. For example, fragment HR - Offer cannot be inserted into fragment HR - Offer. Additionally, fragment HR - Offer cannot be inserted into fragment Application Approved if fragment Application Approved is inserted into fragment HR - Offer.

To create a Document Fragment Placeholder:

  1. From the Create New drop-down list, click Document Fragments. The Document Fragment dialog box is displayed:
  2. Select a fragment or template.

    To filter the list of available fragments and templates, do one or more of the following:

    • Select the template group associated with the fragment or template from the Template Group drop-down list. The list displays only fragments and templates associated with the template group.

    • Type the name of the fragment or template into the Fragment field. The list is filtered as you type.

    Tip:

    You can type any part of the fragment or template name to yield results.

    Note:

    Fragments located in the current template and in the bodies of other templates are available. However, fragments located in the headers and footers of other templates are not available.

  3. Select the Match destination style check box if the text in the fragment should match the font, size, and color of the text that is used in the composed document.

    The characteristics the text in the fragment inherits are dependent upon its insertion location:

    • If there is a character immediately before the Placeholder, the text in the fragment inherits the characteristics of that character.

    • If there is not a character immediately before the Placeholder, the text in the fragment inherits the characteristics of the character immediately following the Placeholder.

    • If the Placeholder is inserted in a template's header, it inherits he default document style. If the template's default style is not the style used in the rest of the template, select the Placeholder and configure it to match the style used in the rest of the template.

    • If the Placeholder is inserted at the beginning of the document, it inherits the default document style. If the template's default style is not the style used in the rest of the template, select the Placeholder and the space immediately following it and configure it to match the style used in the rest of the template.

    See Creating Document Fragments for more information.

  4. Click OK.