New Excel template to Kameleon

Under construction

Points to consider

1. Logo: Does the document use same logo as defined in Companies?

2. Footer: What kind of footer there is in the document?

3. Layout template: What kind of styles there are in the document? What are the marginals? What is a color scheme of the document?

4. Meta fields: Which meta fields are used in the document? Are they displayed on the document, are they transferred to SharePoint?

5. Document's content: Are there ready-made sheets in the document

Please note that header and footer in Excel have limitations.
Excel limits header and footer text to 255 characters. This limit includes spaces and formatting codes like font names and styles.
There are three sections (left, center and right) in the header an footer.

Example:

We want to create a document template which has different layout than other templates.

• There is a different header and footer than in other Excel documents

• The logo is same as company’s logo

• We need to create a layout template with the above header and footer.

Meta fields

Begin by creating meta fields. We need to use them later in the layout template.

1. Create a new metagroup for author fields and combined metafield department_and_name

   

2. Create a metafield called “source”

   

Layout template

Create a new layout template in the Portal’s layout templates

1. Open an existing layout with content tool

2. Create a new layout template from the active document by clicking the plus button in the content tool and selecting Create new template.

3. Check and change metafields in the header and footer
   Header:

   

   
   Footer:

   

   1. Delete unnecessary texts or metafields in the header and footer

   2. Add metafields that you want to use

   3. Change the margins, fonts and color scheme if you want.

4. Update file with Content Tool’s Update file -button.

Document’s content

Create Document’s content. Create Document category if needed.

1. Create a new document content from the active document by clicking the plus button in the content tool and selecting Create new document.

2. Fill the definitions of the document

   

3. Define document’ts default values with Content Tool

   

4. If you need to add some metafields to document, you can do it with the Content Tool.

   

5. If you need to change document’s definitions, you can do it in the portal (more info in Create/Update document panel)

   1. General

      

   2. Layout

      

   3. Metafields
      Select which metafields are shown in the document

      

6. Update file with Content Tool’s Update fiel -button

Test your document template

Now your document template is ready for testing.

1. Check that your Kameleon is in test mode (New document can be seen only in test mode before it has been published)

2. Select document

3. Fill meta data information

4. Create document

5. Correct layout template, metafields, content or definitions if needed.

Publish your document template

If everything is ok, publish your document.