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Subdocuments are a way to manage shared information existing in multiple document template from one place, such as headers, footers, signatures, etc..
Subdocuments allow users to make changes in a single document that may be referenced / reflected by many other document templates. This is useful for common document template components such as standard document headers or footers.
Subdocument
A subdocument is created the same way a regular document template is created, refer to Document Templates for details about creating a document template.
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Make sure to choose a name that will not require changing in the future, changing the document name will require updating that information in all the document templates. |
Designing a subdocument
Subdocuments are designed the same way a document is created with some consideration.
- Only the body of the subdocument will be included in the referenced document.
- Header and footer will be ignored.
- There will always be a line break ¶ following each subdocument.
Including a subdocument
To include a subdocument in a document template use the following tag:
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[[Subdocument:Name of Subdocument]] |
Tips & Restrictions
- The subdocument will work even if the subdocument template status is inactive.
- The subdocument may contain insertable fields, but the field will only be populated if the subdocument is in the same functional area as the main document.
- The subdocument will work with different functional areas if there are no references to insertable fields.
- At the end of subdocument a line break ¶ will be placed, which means a continuous line of text is not possible after the subdocument.
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