Associating a Template with a Plan Document Type - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Electronic Plan Review
Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Essential
Standard
Premier

Your project letter template must be associated with a Plan Document Type to generate a project letter in Plan Review.

To associate your project letter template with the Plan Document Type:

  1. Open your Document Composition template in one of the following ways:

    • From the Unity Client, on the Home tab, click Templates.

    • From Microsoft Word, click the Template Builder tab and click Open Template.

  2. On the Template Builder tab, click Template Options. The Template Options pane is displayed.
  3. Select the Edit hyperlink in the General section of the Template Options pane. The General Settings dialog box is displayed.
  4. Select your Plan Document Type from the Document Type for Composed Documents drop-down list.
  5. Click OK.
  6. On the Template Builder tab, click Save Template to save the configured template options.