Creating and adding a document template

Adding a template

Document templates can be created by the user with administrator rights.

  1. From the main navigation menu on the left click on ADMINISTRATION.  
  2. In the left sidebar, select DOCUMENT TEMPLATES.
  3. Click on the + in the bottom right of the screen — a form will appear to create the template.
  4. Specify template name and select the template type — For documents.
  5. Click on the Add file line and select a prepared template file.
  6. Click the Add button to complete the process.


Creating a template
To prepare a template file, you need to draft a document in Word with the elements you need: header and footer, as well as prescribe the desired field tags that you want to display in the document. For example, the name of the project (ProjectGroup_Name) and the participant (Project_Participant_Name).