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The Document Templates (by Version) drop-down list displays templates for a selected master template. The document templates in the list have identical content, but each one has been created for a different version of the VPB.
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Procedures
Creating A Document Template Group
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From the Document Templates Groups list, select the required group.
From the Master Template list, select the required template.
From the Version drop-down list, select the required VPB version. The Document Templates (by Version) list will be updated.
Select the Document Templates (by version) list. A shadow will appear around the list to indicate it is selected.
Click New. The Creating New Document confirmation prompt will appear.
Click No to create a blank document. The General tab of the Document Template Version dialog will be displayed.
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| Info |
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Each document template that is copied contains the same content, with the exception of the VPB version. This enables the ability to quickly update a template when a version of the VPB has been updated. |
Enter the details.
Select the Items tab.
Select the Groups list. A shadow will appear around the list to indicate it is selected.
Click the New toolbar icon. The Document Group dialog will be displayed.
Enter the details.
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From the Groups list, select the required group.
Click the Items list. A shadow will appear around the list to indicate it is selected.
Click the New toolbar icon. The Item dialog will be displayed.
Enter the details.
Click OK. The Add New Document Item confirmation prompt will appear.
Click Yes to add another item to the template.
OR
Click No to finish. The dialog will closeTip Continue adding items until all required items have been added for each of the groups.
Enter details into the Internal Notes tab if required.
Click OK. The dialog will close.
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