Create document template

Document template contains the bodytext, Excel sheets or PowerPoint slides of the Kameleon document. In most cases it uses layout template for basic format like page setup, styles, fonts, colors, etc.

Kameleon creates a document:

1. New document from template

2. Add branding parts: logo, footer

3. Add bodytext from content document to the end of file

4. Fill in metafields and term tags

WORD

If layout template has text or other components, body text will be added to the end of document and all components in layout template will remain.

EXCEL

If layout template has sheets, tables or charts, these will be added to the workbook. The color scheme and headers & footers come from the layout template.

POWERPOINT

If layout template has slides, content document will be added to the end of presentation and all slides in layout template will remain.

The document template can be created with Content Tool.

or

Inside portal navigate to Content > Document templates

Document from file

Create and save document where is bodytext of document. It is recommendable to use one of layout templates as a base of content document.

1. Navigate to category/subcategory where to add document

2. Inside category/subcategory press New-button and select Document template from file

3. Select ready-made file

4. Fill in fields in Create document -panel

5. Add placeholders of metafields to document using Kameleon Content Tool

Empty document template

1. Navigate to category/subcategory where to add document

2. Inside category/subcategory press New-button and select Empty document template

3. Fill in fields in Create document -panel and press Create-button

4. Edit document with Kameleon Content Tool or Download file to edit