Creating Templates - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Template-Groups-and-Templates/Creating-Templates - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

Once a template group is created, templates can be created and stored within that template group.

To create a template:

  1. Open Word.
  2. Click the Template Builder tab:

    The Template Builder ribbon and a new Document Composition template are displayed:

  3. Click Save Template.

    The Save Template dialog box is displayed:

  4. Select the template group that the template should reside in.

    To filter the list, type the name of the template group the template should reside in. The list is filtered as you type.

    Tip:

    You can type any part of the template group name to yield results. For example, if you are searching for HR - Letters, you can type letter to display any template group names containing letter.

  5. Type a name for the template in the Name field.
    CAUTION:

    Template names must be unique, even across template groups.

    Note:

    Saved templates are stored in the SYS - Document Template Document Type. The Keyword Type Description is assigned by default to this Document Type. Depending on your configuration, this Keyword Type has a maximum value of up to 200 characters. By default, each template is given the Description Keyword Value of “COMPOSITION TEMPLATE - [TEMPLATE NAME]”. Due to this default Description Keyword Value format, the character limit of the template Name is 23 characters fewer than your system's configured character limit for the Description Keyword Type.

  6. Click Continue.

    The Template Security dialog box is displayed:

  7. Select User Group names in the Available User Groups list and click Add to add them to the Selected User Groups list on the right. By default, your User Group is displayed in this list.

    Remove User Group names from the Selected User Groups list by clicking Remove to move the user names to the Available User Groups list.

    Note:

    When a User Group is the only group with rights to the template and then has Word Document Composition and Document Composition Administration privileges removed, that User Group's rights to the template can not be removed within the Template Security dialog box. In order to edit the template's security, the User Group with rights to the template must have Document Composition Administration privileges. If this is not an option, please contact your first line of support.

  8. Select a User Group from the Selected User Groups list to display and configure template rights for that User Group. The following options are available:

    Security

    Description

    Compose Documents from this Template

    Allows the User Group to create a document from a configured template.

    Manually Edit the Document Preview

    Allows the User Group to edit the composed document during preview prior to importing it into OnBase. If this right is not given to the User Group, users are not be able to edit the previewed document prior to import into OnBase.

    Modify this Template

    Allows the User Group to modify Template Options.

    Note:

    There must be at least one User Group configured with this template right.
  9. Click Save to save the template.
    CAUTION:

    Templates that are deleted from the SYS - Document Template Document Type are still available for selection in the Template Builder. For this reason, templates should be deleted using the Template Builder. See Deleting Templates for more information.

    Your User Group(s) is automatically assigned Compose Documents from this Template and Modify this Template rights to the template you created.