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 |
---|---|---|
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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