Make templates from standard text snippets
This feature allows you to build a document template based on a "base template" and different text elements. A base template + text elements is referred to as a "composite template" in the admin interface. For end-users this will just be a normal template in that they can't tell that the template is built from different text pieces.
Below you can see an example of this feature.
To understand how the feature works the following terms are important:
- Base template
- Built template
- Texts (from the text library)
A template is just a template = a template is uploaded made available to the end-users in it's final form.
A base template is the "skeleton" on which you build new composite templates.
A built template is a base template with any number of texts added to it. For the end-user a built template looks and behaves exactly as a normal template.
Texts uploaded to the text library
A template is just a template
A base template + text bit(s) is a built template in the admin interface but a normal to the end-user.
Some of the benefits of this feature include:
- Multiple templates can be build by using only one base template and multiple text bits, and vice versa.
- If a text bit is assigned to multiple Templates, all the templates will be automatically updated once the changes would occur in the original document.The same applies to base templates.
Existing, as well as new, text bits within the text library can be used for building a template.
1. Base templates can be found in the control pane on the left hand side of the web app (A). In here you can also easily add new base templates (B).
2. If you click on one the base templates, you will be able to see which templates it is assigned to (C).
1. Go to Libraries, select a template library and click on Build template (A).
2. Create a name for the template (B).
3. Choose a desired Base template from the drop down menu (C).
4. Choose desired Text element (from the text library). Note that if you wish to add more than one text element, the one standing higher in the line will be imputed first (D). In this example, "Employment-Benefits" will be imputed first, and new text element (E) will be imputed second.
5. Finally, add forms and plugins.
6. Finish by pressing Create.