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      How to create a new Document Template

      Document Templates can be added to an Account by Account Administrators from within the Document Library.

       

      NOTE: This feature is only available within a Pro account.

      What You Can Do in the Document Library

      • Create, copy, or update Document Templates

      • Set permissions and workflow

      • Define field layout, sections, and display settings

       

      Creating a Document Template

      Options include:

      • Public Templates – Provided by FACS

      • Client Library – Reuse previously created templates

      • New Template – Start from scratch

      • Copy Template – Duplicate and modify an existing one

       

      Template Settings

      • Template Name (Required, max 30 characters)

      • Template ID (Optional)

      • Template Tag – Organize templates with custom labels

      • Publish / Unpublish / Archive / Draft options

      • Layout Options – One, two, or three-column; set by section

       

      Sections & Fields

      • Fields are grouped into Sections (collapsible, labeled, draggable)

      • Sections can be deleted (with all contained fields)

      • Each template can hold up to 100 fields

       

      Field Configuration Options

      • Label (display name)

      • Required – Must be filled to save

      • Default Value – Auto-filled on entry creation

      • Display Status – Show or hide fields

      • Copy Value – Carry values over when duplicating entries

      • Hide if Blank – Suppress field in exports if empty

      • Tooltip – Inline guidance for users

      • Log Page Order – Controls column order in logs

      NOTE: Field Options vary by field type. Not all fields have all options.

       

      Supported Field Types

      • Text, Number, Date/Time, Catalog, Table, Logic, Formula, Assignee, Signature, Quick Add, Creator

      See the support site page on the Document Field Library to learn more about how to apply fields to a Document Template.

       

      Standard Features on All Templates

      • Workflow  - Custom workflow can be created and assigned from the Workflow tab.

      • Contributors – Manage entry-level permissions

      • Comments - Allows for public, or private, communication on a specific document entry

      • References – Allows for attaching files to a document entry

      • Permissions - Set default role-based permissions at the template level

       


       

      Location

      Document Library

       

      If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.