How to create a document template
Key point: Define structure and semantics for a document type.

Prerequisites

You must be manager of the project to manage document types.

For developers: Editing a document template requires basic technical skills (XML).

First, go to the document types administration page

  1. Go to the project dashboard page.
    1. Click the icon in the header bar if you’re in the group or project.
      If you are in the group and click the , it opens the group dashboard. In the main section, click Project Template > Config. The template configuration page for the project opens., displaying the Document types tab.
    2. OR, click the admin link to the right of the project name in the navigation menu. In the main section, click Template > Config. The template configuration page opens displaying the Document types tab. 
    3. OR in the document developer panel, click the Manage document types button at the bottom. The template configuration page opens displaying the Document types tab. 

If the document type does not exist...

  1. Click the Create document type... button.
  2. Enter the name of the document type to create, then click Create.
  3. In the table, in the row corresponding to your new document type and the column Template, click the create button to open the template file panel to the right.

Or if the document type already exists...

  1. In the table, in the row corresponding to your document type and the column Template, click the create button to open the template file panel to the right.

If you intend to override a built-in document type such as default or references, look for the override button in the drop-down menu. Overriding a built-in type is not usually recommended.

Editing a document template

The template file panel contains the code for a document template.

If you created a new template, the code includes a default template file with examples. You can uncomment the code you would like to use and remove or edit the rest to suit your needs.

If the document template already exists, you can edit the content.

Editing the document template only affects documents created after the template is updated. Existing documents with the same type are not modified. You need to consider how to manage existing documents.

For more details, see the following articles on the PageSeeder developer’s Website: