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Table of Contents

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1. Introduction

Template management is a document template managing tool with the template editing tool embedded.

Allow Allows you to edit your template easier more easily with a set of tools provided

Template Management will be similar to Document Template.

Refer to Document Template for template creating guide.

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Before you begin

In order to work on Template Management, you will need below permissions:

View System Settings
Manage System Settings
Manage Templates
View Templates

2. Template Management with editing tool

When you open a template in Template Management, there will be editing tools added.

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Available editing tools:

Icon	Name	Description
Image Modified	Select Placeholder	Select place holder to be used as a part of the templates.
Image Modified	Cut
Image Modified	Copy
Image Modified	Undo
Image Modified	Redo
Image Modified	Find	Find a specific text
Image Modified	Replace	Find & replace texts
Image Modified	Select All	Select all content in the template
Image Modified	Spell check as you type	Trigger spelling check as you type
Image Modified	Link	Insert a hyperlink
Image Modified	Unlink	Remove the hyperlink of selected link
Image Modified	Anchor	Insert an anchor
Image Modified	Image	Insert an image
Image Modified	Table	Insert a table
Image Modified	Insert Page break for printing	Insert page break for printing
Image Modified	Insert/Remove Numbered List	Insert/Remove numbered list for selected text
Image Modified	Insert/Remove Bulleted List	Insert/Remove bulleted list for selected text
Image Modified	Decrease Indent	Decrease the indent of selected text
Image Modified	Increase Indent	Increase the indent of selected text
Image Modified	Block Quote	Add a block quote
Image Modified	Create Div Container	Add a Div Container
Image Modified	Align Left	Text align - Left
Image Modified	Center	Text align - Center
Image Modified	Align Right	Text align - Right
Image Modified	Justify	Text align - Justify
Image Modified	Formatting Styles	Change formatting style for selected text
Image Modified	Paragraph Format	Change paragraph format for selected text
Image Modified	Font Name	Change text font
Image Modified	Font Size	Change text font size
Image Modified	Text Color	Change text color
Image Modified	Background Color	Change text background color