Document Templates
- Alecia Elia (Unlicensed)
- Will Rensmith
- Balaji Narayanan
Overview
Document Templates are Microsoft Word-based documents used to merge data from specific functional areas, such as permits, evaluations, and compliance actions. These templates facilitate the generation of various documents, including letters, permits, and inspection reports.
To configure document templates, navigate to Admin > Document Templates. This page displays a list of existing templates.
System Requirements
The AceOffix browser plugin must be installed on the client desktop browser.
Microsoft Office must be installed on the client computer.
Creating and Editing Document Templates
To configure document templates, navigate to Admin > Document Templates. This page displays a list of existing document templates.
To create a new template, click Add New Document Template.
To modify an existing template, click Open next to the desired template.
The document template editor allows users to edit metadata and template content.
Editing and previewing a document template requires opening it in the AceOffix window.
For detailed information on the editing interface, see Viewing and Editing a Document Template.
Editing Document Template Metadata
To edit a template, click the Open button corresponding to the template to be edited. Or, to create a new template, click the Add New Document Template button. In either case, a page opens on which the metadata associated with the template can be edited:
Templates have configurable options, including:
Security Classification: Defines document visibility (e.g., Public, Internal).
Functional Area & Program Area: Determines where the template is applicable.
Merge Fields & Datasources: Specifies the available data fields for insertion.
Activation & Version Control: Enables templates to be marked Active/Inactive and tracks changes.
For more information, see the Viewing and Editing Document Templates topic.
Editing Document Template Content
To edit the content of the document template, click the Edit button at the bottom of the page. The document template opens in an AceOffix window, which displays the document itself as an editable Word document, along with a list of merge fields available for insertion into the document.
For more information, see the Viewing and Editing Document Templates and Document Template Syntax Guide topics.
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.
Previewing a Document Template
Users can preview a template to see how it appears with actual data:
Open the document template and click Preview.
Select an item (e.g., a permit number) to populate the merge fields.
The Document Template Preview window will display a read-only version of the generated document with merged data.