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Docs templates document4/11/2023 If you'd like to use a google document as an attachment to a template, I'd highly suggest that you create a copy first.Īnother important note, if you upload a PDF to a template as an attachment, the PDF will be converted into a Google Documents file when a member of the document class is created that is, most formatting is lost along with PDF functionality. I think this page needs a warning If you've link a google document to the template as an attachment and you click the "Remove attachment from document" button and then save, the google drive document is unshared from everyone but the storage account, even if the document wasn't in an AODocs Library.Īs our storage account is not a user account and uses a randomized password, recovering those documents is really, really tedious. To return to the list of templates, press the arrow at the top left of the template configuration panel.Ĭonfigure your document templates: visual example Save your changes or press Cancel to discard your changes and stay in the template configuration panel.Ĥ. Learn more: Use calculated titles with templates.ģ. – In Document Management libraries, if calculated titles are configured for the same document class as your template, you can't define a title for your template. – You can configure the titles of templates for Document Management libraries but not for Team Folders or Secured Folders. – isn't available for the default template – is available in Document Management libraries only if the folder option is enabled for your document class. Notes: The option to define a folder in templates: Users can change the folder when they create their document. define a default folder – when a user creates a document from a template with a default folder defined, the new document is created in the default folder.If you enter a value that doesn't respect a data validation rule, you can't save your template. – Any property values you enter must respect the data validation rules defined (if any). Learn more about adding attachments in libraries using Google Cloud Storage or Azure Blob storage and in libraries using Google Drive. – In Document Management libraries, the options available for adding attachments depend on which storage platform your library uses. – You can add only one attachment to templates for Team Folders or Secured Folders. add properties, attachments and a description – when a user creates a document from the template, these elements will be defined in the new document.List of templates in a library using Google Drive (displaying the Attachments column)Ģ. Press a template name or select Configure template in the More actions menu. Note: When you create templates, users will still see the blank document class option when they create a new document, unless you set a template as the default.ġ. If you use an emoji at the start of a name, it is displayed at the end of the alphabetically-ordered list. The emojis are visible wherever the list of document classes and templates is presented in the user interface, for example in the New menu. Tip: You can copy-paste standard emojis in template (and document class) names. You can't have two templates with the same name in the same document class. Note: The name must be unique within a given document class. In the Create new template pop-up, enter a name for your template. In the templates panel, press the Create template button.Ģ.
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