How to create a schema for a document

Key point: Create or edit a schema.

Prerequisites

You must be manager of the project to manage schemas.

First, go to the template configuration page

  1. Go to the project dashboard page.
    1. Click the   icon in the header bar if you’re in the group or project.
      1. If you are in the group and click the  , it opens the group dashboard. In the main section, click Project Template > Types. The template configuration page for the project opens.
    2. OR click the   admin link to the right of the project name in the navigation menu
      1. In the administration menu , click   Template > Template configuration. The template configuration page for the project opens.

If the schema doesn’t exist...

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

Or if the schema already exists...

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

Editing a schema template

The template file panel contains the code for a schema.

If you created a new schema, the code includes a default Schematron 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 schema file already exists, you can edit the content.

Once you save your changes, the updated schema takes effect immediately; documents use the new or updated schema for validation and it can be selected in the validation panel.

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