Templates

In the Administration Portal, you can define the makeup of the documents you generate, as well as the artifacts you export to a Word or PDF document by creating and uploading templates.

In Blueprint you can only upload templates. Creating templates is performed outside Blueprint. For more information, see the Author Document Templates article.

Two types of Templates can be defined:

To access and manage templates in Blueprint:

  1. In the Administration Portal, click Advanced Settings and then select Templates in the side panel.
    For information on how to access the Admin Portal, see the About the Administration Portal article.
  2. For more information on how to perform specific actions with Templates, click one of the following options:
    1. Add Office Document Templates
    2. Edit Office Document Templates
    3. Copy Office Document Templates
    4. Delete Office Document Templates
    5. Add User Inputs to Office Document Templates
    6. Edit User Inputs to Office Document Templates
    7. Delete User Inputs for Office Document Templates
    8. Download an Instance Print Template
    9. Set or Reset an Instance Print Template