Add User Inputs to Office Document Templates

As a Blueprint administrator, you can define and manage custom inputs that your users can inject in a document that they generate.

To add user inputs to Office Document Templates:

  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. Click the template you want to add user inputs to.
  3. Click Add User Input.
  4. Define the following for your new user input:
    1. Click the edit icon in the Name column and enter a name for the input.
    2. If you want to define a default value, click the edit icon in the Default Value column and enter a value as needed.
    3. Select the checkbox in the Mandatory column to make the value required.
    4. You can order your newly created input accordingly by clicking the directional arrows in the Order column.
  5. Click Save.