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Document Templates

Administration of Document Templates is available in Neowise. It is possible to remove, edit, re-upload and check the list of all Document Templates. Please note the panel is visible only if the User has one of the following rights: Create Document Template (NEO_DOCUTEMPL_CREATE), Delete Document Template (NEO_DOCUTEMPL_DELETE), Edit Document Template (NEO_DOCUTEMPL_EDIT).

1 Overview​

documentTemplatesPanel.png

  1. Button for opening the Document Template Upload dialog.
  2. Search bar - Document templates can be searched for by label.
  3. List of Document Templates. Multi-selection with shift button is possible.
  4. Status of Document Template (Enabled/Disabled).
  5. Button for opening and hiding Document Template preview.
  6. Document Template preview.

2 Context Menu overview​

documentTemplatesContextMenu.png

  1. Open the Detail Panel in the View Mode (also works for multi-selection) (see 5 Viewing details of Document Template)
  2. Open the Detail Panel in the Edit Mode (also works for multi-selection) (see 6 Editing details of Document Template)
  3. Open the Re-upload dialog (see 4 Re-uploading Document Templates)
  4. Download the selected Document Template.
  5. Delete the Document Template. Please note this is a soft delete and the Document Template is moved to Trash. (also works for multi-selection)
  6. Copy id of the Document Template to clipboard.

3 Uploading Document Templates​

uploadDocumentTemplate.png

  1. Button for selecting the files from the file system.
  2. Drop area for dropping files from the file system.
  3. List of added elements.
  4. Name of the Document Template.
  5. Status of the Document Template.
  • Disabled - Document Template will not be visible for selection in the Publication Window.
  • Enabled - Document Template will not be visible for selection in the Publication Window
  1. Button for removing an added file.
  2. Button for starting the upload process.

uploadDocumentTemplateError.png

  1. Error message. Please note it is possible to set the file types that are allowed in the Preferences -> Server property -> CometServer -> allowedUploadFileTypes. It is also possible to allow all files types using the allowUploadAllTypes property, which is not recommended due to security reasons. Maximum size of the uploaded file can be set using fileUploadLimit property (see below).

uploadDocumentTemplateServerProperties.png

4 Re-uploading Document Templates​

It is possible to re-upload the document file for the Document Template. To do this, please use the re-upload context menu item for the given Document Template. Please note Edit Document Template (NEO_DOCUTEMPL_EDIT) access right is needed to execute the function. Standard dialog for uploading is used. One file is allowed.

reUploadDocumentDialog.png

5 Viewing details of Document Template​

Using this panel you can check the detail information of the Document Template viewDetailPanel.png

  1. Document Template name
  2. Document Template status
  3. Creator of the Document Template
  4. The last person who updated the Document Template
  5. Date of creation
  6. Date of last update
  7. Button to switch between view and edit mode

6 Editing details of Document Template​

Using this panel you can edit the detail information of the Document Template.

editDetailPanel.png

  1. Document Template name
  2. Document Template status. Disabled - the Document Template is not available for Document creation. Enabled - the Document Template can be used to create new Documents.
  3. Creator of the Document Template
  4. The last person who updated the Document Template
  5. Date of creation
  6. Date of last update
  7. Button to switch between view and edit mode
  8. Save button - enabled only if some changes have been made