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Lesson 1: Create a template

In the Document Studio application, create a template and add elements to it.
  1. Create a template in the Document Studio application.
    1. Click File > New > Document template.
    2. Optional: In the Create a new template window, for the metadata Name of the template, enter Review approval. This step is optional because the Name value entered when you submit this template to the Central management component takes precedence over this value.
    3. Optional: For the metadata Description of the template, enter This template includes a review name and a place for the reviewer to provide approval for the document. This step is optional because the Description value entered when you submit this template to the Central management component takes precedence over this value.
    4. For the Template version, select Template version 2.
    5. Click Finish.
    6. Click File > Save as to save the template to your computer.
    7. Select a location to save the template and name it reviewApproval.dta.
  2. Add elements to the template:
    1. From the Palette view, drag a Paragraph element into the Template Content tab.
    2. From the Palette view, drag a Text element into the paragraph element.
    3. Repeat to drag a second Text element into the paragraph element.
    4. Select the first text element.
    5. In the Properties view, select the Content tab.
    6. Enter Reviewed by: . Make sure to include a space after the text.
    7. From the Palette view, drag another Paragraph element after the first paragraph element.
    8. From the Palette view, drag a Text element into the paragraph element.
    9. Repeat to drag a second Text element into the paragraph element.
    10. Select the first text element.
    11. In the Properties view, select the Content tab.
    12. Enter Initials: . Make sure to include a space after the text.
    13. Select the second text element.
    14. In the Properties view, select the Content tab.
    15. Enter a series of underscore characters to produce a line for the reviewer to write initials on in the output.
      Template elements as seen in the template content editor
  3. Upload the template to the Central management component.
    1. Click Central Management > Create asset.
    2. For the asset type, select Template, select a location to save the template, and click Next.
    3. For the Name, enter: Review approval
    4. For the Values, enter the following items separate by line breaks:
    5. For the Tags, enter the following items separated by commas: tag1, tag2, tag3
    6. For the Description, enter: This template includes a review name and a place for the reviewer to provide approval for the document.
    7. Do not select the Private asset check box because this asset is to be available to any user.
      Window with the values entered.
    8. Click Finish. A confirmation window displays.
Result:
To verify the template after completing this task,
  1. Click Document Specification > Generate > Generate Document. Because there are no variables or data sources to configure, you can generate the document without clicking Configure and Generate Document and having to complete the document generation wizard.
  2. In the Results window, select one of the outputs.
    Output

Lesson checkpoint

You created a template and added elements to it.
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