Contents

Overview

The ITAM Template Manager is a new, more direct way to create document templates for the output of data from a given form. You can import an existing template from a Word document or create a new one using the Rich Text options provided. The Template Manager also includes a field code lookup tool which can allow you to quickly find the code needed to add field data to a template.

In this section we will cover the various capabilities of the Template Manager and see how they can make creating output templates much easier than doing so manually.

Accessing the Template Manager Page

The Template Manager is accessible from the main menu using the new Template Manager button.

The initial view in the Template Manager is a grid of all existing templates with a link to edit each one. If there are no templates created, the list will be empty.

Creating Templates

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There are currently two (2) ways in which a template can be created, manually using the WYSIWYG rich-text editor or by copying a template (cut-and-paste) from a Word document. The two options are not mutually exclusive so it is possible to migrate an existing template from Word by copying it into the Rich Text Editor and then tweaking the template using the Rich Text Editor. Either way you choose, you start the process by clicking the Create New Template button in the top right of the Template Manager screen. After the button is clicked, you will be navigated to the Create New Template page and shown a field for the Template Name, a blank Rich Text Editor Screen titled Template Data along with a Form Field code finder.

Start out by creating a name for your template and entering it into the Template Name field. At this point you are ready to start creating the actual layout and content of the template.

Adding/Editing Rich Text Content

Content can be added directly to the Rich Text Editor by typing in the desired content and using the tool bar at the top of the content area for layout and customization.

Adding Content from Word

Content can be added from Microsoft Word to the Rich Text editor to help create a Template. To do so, simply copy the content from a Word Document and paste it into the Rich Text content area of the new Template. Content added in this way will keep most of its structure, however it should be reviewed for layout consistency.

Adding Field Codes

In order to add content from the field on an associated form, the Template needs to include the Field Code from the appropriate form. If you already have those codes in an existing Word Template they should port over successfully. If you do not know the code for a particular field you can look it up using the Form Field Code Finder.

To use the Code Finder, simply choose the Form in the first dropdown. This will populate the second dropdown with the existing Fields on that form. Select the desired field and the tool will populate the Machine Code into the text box at the bottom. You can click the Copy link to place the code into your clipboard. It can then be pasted into the Template where ever the content should be displayed.

Editing Templates

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Editing works just like Creating a template except you are updating an existing template using the WYSIWYG Rich Text Editor. The ability to edit a Template is accessed by clicking on the Edit Icon in the data grid row which corresponds with the template you want to edit.

After the button is clicked you will be navigated to the Edit Tempate page which provides the same options as the Create Template page except that you are working on an existing form. Once you are done making the desired changes click the Save Template button to save your changes and return to the Template Manager home page.

Deleting Templates

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Delete capability is currently pending.

Associating a Template with a Form

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A Template can be associated with one or more forms, which will allow it to be used to generate documents for those forms. Associating a template is done through the Form Properties of the Form (See Form Builder page of the guide to learn how to access the From Properties).

There are two options for Templates. The legacy way in which a template was uploaded and associated with the form and the new “Template Engine” which uses templates from the Template Manager. Select Enable Template Engine and Enable Template Wysiwyg to enable the templates and the select the appropriate template from the ones displayed in the list. Once you save the changes to the Form, the template will be associated with the form and will be used when generating documents.

In this section we covered the Template Manager and how it is used to modify existing data output templates and create new ones. In the next section we will start looking at some of the Additional Options which are provided by ITAM.

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Administration Guide

Overview
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