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Document Templates are Microsoft Word-based documents used to merge data from specific entities functional areas, such as permits, evaluations and compliance actions. Document templates are used to create letters, permits, inspection reports, or just about any other document.
In order to use the Document Template editor, the AceOffix browser plugin must be installed on the client desktop machine. More information can be found at http://www.aceoffix.com/
Document templates can be previewed using the Preview button at the bottom of the screen.
Here's a short video demonstrating how document templates can be used to generate permits and letters:
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To configure document templates, navigate to Admin > Document Templates. There, you can open an existing document template by clicking the Open button for one of the listed templates or you can This page displays a list of existing document templates; to edit a template, click the corresponding Open button. Or, to create a new template by clicking the , click the Add New Document Template button. In either case, an AceOffix window opens (as the New Document Template or Edit Document Template page).
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Note that, when editing a document template in the AceOffix window, a popup window will be displayed over the main nVIRO page, indicating that AceOffix is open in another window. |
The following fields are available on the screenEdit Document Template / New Document Template page:
| Field | Description |
|---|---|
| Template Name | The name of the document template |
| Template Description | A description for the document template. The description is not displayed outside of the Administrative screens. |
| Functional Area | Indicates the functional area for the document template. This cannot be changed after a new document template is created. |
| Template Datasource | The name of the merge field list. The available datasources are based on the selected Functional Area. This cannot be changed after a new document template is created. |
| Program Area(s) | The list of Program Area(s) that apply to the document template. If left blank, the template will be available across all program areas. |
| Form Datasources | Indicates which nFORM form's fields can be merged into the document template. This cannot be changed after a new document template is created. |
| Document Category | Indicates a "folder" that is used to categorize templates based on context or usage |
| Additional Options | |
| Active/Inactive Toggle | Activates or Inactivates a template. Once inactive, the template can be deleted from the Document Template List, if desired. |
| Allow multiple finalized documents based on this Template Checkbox | If unchecked, only one generated document based on this template is allowed for a given entity. |
| If checked, an event will be created with the Event Type "Document Generated" when a document is generated using this template | |
| Auto publish upon finalizing documents based on this Template Checkbox | If checked, when a document is set to published that is generated using this template, it will automatically be set to "Final" status. |
| Allow changing file name when generating documents based on this Template Checkbox | If checked, users will be given the option to type a name for the generated document before it is generated. If unchecked, the template name will be the name of the generated document. |
| View History Button | Displays a list of changes made to the document template metadata over time. |
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