Template Editor
- Dinah Bolli (Unlicensed)
Are you a template administrator and want to get to know the template editor? Continue reading.
Opening a template in the template editor
To edit a template, select the desired template and click on Edit template. Alternatively, you can do the same by right-clicking on the template in the context menu.
The template editor opens in a new window.
Template state
The template state controls the basic visibility of a template for all users who are authorized to access this template. It uses the traffic light system to categorize where the template is in the template development process.
Each template can have one of the following states: In progress, In test or Released.
In progress
This template is actively being edited and is only visible to system administrators and authorized template administrators - not for other users.
In test
This template is in the approval process and is currently being tested according to your internal process. It is only visible to system administrators and authorized template administrators - not for other users.
Released
The template is released and therefore published. It is visible to all users who are authorized to see it.
Template Editor Tabs
Click on the links to get to a description: (A) Properties, (B) Document functions, (C) Version history, (D) Files, (E) Dependencies, (F) Date bar
Editor Properties
The Properties tab contains a wide range of information about the template:
The Name and Details (1) of the template are set for each interface language (2). The details are suitable for important information for users, as this information is visible to users if they have activated the Template details button in the main window.
The values in the Label and Information (3) fields are only visible to template administrators in the open template editor. Adjustments to the template or important notes can be documented here, for example, so that every template editor knows what was last changed.
The (4) ld is the unique identification number of a template and the Type provides information about the template type.
In the Language dropdown (5), you define the document languages in which this template can be called up by users.
Tags (6) can be used to mark templates in order to group them with a color coding (e.g. for assignment to a specific department) and then search efficiently for these grouped templates. Tags are also used as a marker for calling from third-party systems with primedocs Connect.
In the Based on dropdown (7), select which layout or style this template is based on. If this selection is not made, the dynamic of the template inheritance principle is prevented, which leads to a lot of additional work when modifying the tempates due to changes in the corporate identity (logos, fonts, etc.).
Use the Jump to button to the right of the dropdown to call up the template editor of the underlying template. The template editor opens in a separate window.
In the Windows Client Visibility dropdown (8), you can set whether the template is 1) visible in primedocs Desktop, 2) hidden or 3) only visible in the template picker via primedocs Connect.
In the Web Client & Add-In Visibility dropdown (9), the “Visible” option indicates that the template is displayed in both primedocs Desktop and primedocs Web. “Hidden” indicates that the template is only displayed in primedocs Desktop.
The design of the template for which the Set as default template button (10) is activated is used if users do not open an Office application via primedocs. This is particularly useful for PowerPoint templates with the conversion function (Design Conversion button in the primedocs ribbon in PowerPoint). The checkbox can only be activated once per Office application template type: it can be set simultaneously for a template of type "Content" (Word) and for a PowerPoint template, but not for two templates of type "Content" (Word).
The area under (11) under Created shows the creation date of the template and by whom it was created. Configuration modified shows when the configuration of the template was last changed and by whom, whereby the configuration refers to all adjustments that are possible via the template editor (document functions, properties, etc.). Finally, Files modified displays the last time the template was edited using the "Editor" button or the last time an adjustment was made in the "Files" tab - and by whom.
On the right-hand side of the template editor, you can see the Active Document Functions (12) that have been configured for this template. If you double-click on such a function, the system automatically switches to the Document functions tab and the stored configuration is displayed.
In addition to the active document functions, you can click on Preview (13) to see which preview image has been created for this template. If you have not already generated a preview image in the respective Office application when testing the template, you can also upload an external image via the Import Preview Image button at the top of the menu bar (file types: .jpg, .png, .jpeg, .xps and others). The image file’s size can affect the performance of the application.
Document functions
In the Properties tab, double-clicking an active document function takes you to the Document functions tab. Alternativley you can simply click on the Document functions tab. The XML editor for editing is located on the right-hand side of the template editor window.
On the left-hand side in the Manage area (1), switch from the actively attached document functions to the display of all available document functions for this template type. Document functions that are already activated and displayed on the left are shaded in the "Manage Document Functions" area on the right and have the Configure button. To add a document function, you can search for document functions in this area and activate them for configuration by double-clicking or by clicking on the +Add button.
In the bottom left-hand area the Global Configurations as wellas the Global Translations are displayed read-only. By clicking on Global configurations, you can retrieve any global references during template editing and look up what the code behind the global reference looks like. Global translations shows you all translations, also in read-only mode.
Version History
In the version history, you can see the currently published main version and all previous template versions. The template history only shows templates that were created using the "Create new version" button.
The template history takes into account the configuration and the effectively stored template depending on the Office application (e.g. the Word template), but not snippets or customizations in the Global Configurations or Global Translations.
Files
This tab shows all the files that are stored in this template. For most template types, this will be the respective template itself (a Word, PowerPoint, Excel template, etc., depending on the Office application) as well as a preview image (an image file). For example, for the template type "Image gallery", all images that you want to store in this template are displayed here.
The type of file is displayed, when it was created, when it was last changed and whether it is language-independent and, if not, in which document language it was stored.
Dependencies
In the dependencies, you can see which other templates are based on this one. For example, if we are in the template editor of a layout, all content templates that are based on this layout are displayed here.
Double-click on a template displayed in this list to open its template editor.
Click the Refresh button at the bottom right to reload the display of the attached templates.
Date bar
At the bottom left of the bar you will find two dates: The first is the creation date. It shows when this template was created. The second is the modification date, which shows when the template was last changed. Move the mouse over one of the dates to find out more. You can find the same information in the Properties tab.
The dates here are in American format: month/day/year
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