Document Templates

In order to provide the functionality of a corporate document management system, users with the EDMS module have the ability to create documents based upon templates. The Document Templates functionality is split into four areas:

• Templates - which is where you add any standardised content you want to have in the template that will be generated as a PDF

• Headers - which is where you can add many different headers to cater for different department’s headers / different use cases. I.e. adding your address/contact info/logo etc.

• Footers - which is where you can add many different footers to cater for different department’s footers/ different use cases. I.e. adding your address/contact info/logo etc. if this is better than in the header

• Stylesheets - this adds a huge amount of power to the template builder. Essentially the templates are created in HTML. Therefore using the stylesheets function it is possible to make the look and feel of the resulting documents exactly how you like, as the content can be styled in the same way a web can be.

  These four areas are shown in the screenshot below:

Four tabs of Document Templates

If you are going to have the same header/footer/stylesheet in many of your templates, it makes sense to do these first.

Because when you create your template, in the Templates area you are given the choice of selecting a Header/Footer/Stylesheet. I.e. if you haven’t already created Headers or Footers (or stylesheets) you won’t be able to select them. We will start by showing how simple it is to add a header.