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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.
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, selected 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.
Note: 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.
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Tip: Continue adding groups until all required groups have been added to the list.
- 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 close
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