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Template Management

Template Management

1. Introduction

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

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

Template Management will be similar to Document Template.

Refer to Document Template for template creating guide.

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.

  • Available editing tools:

Icon

Name

Description

Icon

Name

Description

Select Placeholder

Select place holder to be used as a part of the templates.

Cut

 

Copy

 

Undo

 

Redo

 

Find

Find a specific text

Replace

Find & replace texts

Select All

Select all content in the template

Spell check as you type

Trigger spelling check as you type

Link

Insert a hyperlink

Unlink

Remove the hyperlink of selected link

Anchor

Insert an anchor

Image

Insert an image

Table

Insert a table

Insert Page break for printing

Insert page break for printing

Insert/Remove Numbered List

Insert/Remove numbered list for selected text

Insert/Remove Bulleted List

Insert/Remove bulleted list for selected text

Decrease Indent

Decrease the indent of selected text

Increase Indent

Increase the indent of selected text

Block Quote

Add a block quote

Create Div Container

Add a Div Container

Align Left

Text align - Left

Center

Text align - Center

Align Right

Text align - Right

Justify

Text align - Justify

Formatting Styles

Change formatting style for selected text

Paragraph Format

Change paragraph format for selected text

Font Name

Change text font

Font Size

Change text font size

Text Color

Change text color

Background Color

Change text background color

Note: Remember to save the changes

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