New Word template to Kameleon (long formula)

Points to consider

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

2. Footer: Does the document use same footer as defined in Company unit?

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 template: Is there a ready-made text in the document

If the document template is totally different than any other document in your Kameleon templates, you can make it as document template that has everything made ready.

Do I need a new layout template:

Example:

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

• There is a different footer

• In the header there are some different meta fields (Author’s Department / Author’s name and Order number)

• Styles: The body text is indented to 2,3 cm from the margin and Headings have no numbering.

• We need to create a layout template with the above styles 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 metafield Confirmation_number

   

Layout template

Create a new layout template with content tool (or in the Portal’s layout templates)

1. Open an existing layout template to Word with Content tool

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

3. Change styles
   

   

   

4. Add Footer (because we have different footer in this document than normally)

   

5. Check and change metafields in the header

   

   1. Delete unnecessary content controls and add Confirmation_number content control and department_and_name.

   2. If you want that the user can choose whether there are page numbers in the document or not when creating it, you should use bookmark dFieldpages in the First Page Header. You can add this bookmark with Content Tool: Others > Pagenumber.

      

6. Upload the changed layout template to the portal
   

If the document has different first page (Layout - Page setup), Header and Footer changes has to be done to the First Page Header / footer and also to the Header (in the second page of the document).

Use bookmark dFieldpages2 if you need page numbers also to the other pages than first page. You can add it with Content Tool: Others > Pagenumber.

Document template

Create Document template. Create Document category if needed and create the document content to the document category with content tool.

Your old document has the document’s content but headers and footers, font and styles are not correct.

1. You can create a new document from the active document by clicking the plus button in the content tool and selecting Create new document. Read more about creating new document).

2. Give details of the document

   

3. After creating document your new document opens. It does not have headers or footers, they come from Order_layout when the user creates a document.
   Fonts and styles are like defined in the Order_layout.

   

4. Make changes that you want. For instance, remove extra paragraphs from the beginning of the document and use body text style in paragraphs.

   

   
   

5. Update the document with Content Tool’s Update field -button.

Document’s metadata

The document's default values can also be provided in the content tool, but since your document has its different metadata than usual, you must check and add metafields in the portal.

1. Create document’s definitions (more info in Create/Update document panel)

   1. General
      
      

      

   2. Layout
      Because there is a ready-made footer in the document template, the user must not add footer.
      

      

   3. Metafields
      Select which metafields are shown in the document
      

      

2. Define default values of the fields

   

3. Open the document with Content tool if you want to place metafields to the document’s content
   

   

4. Update it with Content tools’s update file -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.