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Subdocument is a way to manage shared information existing in multiple document template from one place, such as headers, footers, signatures, etc.. Subdocument allows to make changes in a single document but the effect of the change will be reflected in each document referencing that subdocument.

Subdocument

Subdocument is created  the same way a regular document template is created, refer to Document Templates for details about creating a document template. 

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 document will be displayed when calling the subdocument.
  • Header and footer will be ignored
  • There will always be a line break ¶ after each subdocument.

Calling a subdocument

To call a subdocument from a document template use the following:

[[Subdocuemnt:Name of Subdocument]]

Tips & Restrictions

  • Subdocument can contain insertable fields but it will only work if the document template and subdocument are in the same functional area.
  • Subdocument will work even if the status is inactive.
  • Subdocument will work with different functional area if there are no reference 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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