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<p>Business process designer / Document templates</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Document templates</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A <span style="font-weight: bold;">document template</span> is a file that contains a certain set of variables. It can have the <span style="font-weight: bold;">.doc</span>, <span style="font-weight: bold;">.docx</span>, <span style="font-weight: bold;">.xls</span>, <span style="font-weight: bold;">.xlsx</span> or <span style="font-weight: bold;">.rtf</span> format The values of these variables are automatically filled in with the data used in the system. In BRIX, you can upload document templates such as contracts, reports, and agreements and <a href="360026720792.html" class="topiclink">use them in business processes</a>.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">As a result, you have a document that includes, for example, the contractor’s name, contract signing date, and the contract's price. Templates make document management faster and allow you to avoid human mistakes, for example, writing incorrect banking details.</p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Add a template</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="add_shablon" class="hmanchor"></a><span style="font-family: 'Arial Unicode MS';">You can create document templates for business processes within the <a href="360012265552.html" class="topiclink">company</a>, <a href="360009661232.html" class="topiclink">workspace</a>, or <a href="360009921131.html" class="topiclink">app</a>.</span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Please note that templates added to a workspace or an app can only be used in business processes created in the same workspace and app. </p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.20; margin: 19px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can add and edit templates.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<ol style="list-style-type:upper-roman">
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<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">You can create a template:</li></ol>
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<ul style="list-style-type:disc">
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<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">For the Company: go to <span style="font-weight: bold;">Administration</span> <span style="font-weight: bold;">></span> <span style="font-weight: bold;">Document Templates</span>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">For a workspace or an app: click the gear icon next to its name and select <span style="font-weight: bold;">Document Templates</span>.</li></ul>
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<ol style="list-style-type:upper-roman" start="2">
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<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">You will see a page with the list of available templates. To add a new one, click <span style="font-weight: bold;">+Template</span>.</li><li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the creation window, specify the document name and add the template file. </li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="doc_template_01" width="665" height="355" style="margin:0;width:665px;height:355px;border:none" src="doc_template_01.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><a id="add_variables" class="hmanchor"></a>The template file must contain variables that will be filled with data from the process in the future. For more information about variables and constructs used in templates, see the <a href="360027003711.html" class="topiclink">Template syntax</a> article.</p>
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<ol style="list-style-type:upper-roman" start="4">
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<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Save the template.</li></ol>
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<h2 class="p_Heading2"><span class="f_Heading2">Use the document template</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Let’s consider an example where you need to create an equipment purchase contract template for the Sales workspace. The template should include the name of the contractor, the name of the contact person, the type of equipment, the contract number, and the date of signing.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Create the contract in a text editor and add the corresponding variables.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="6.PNG" title="6.PNG" width="621" height="460" style="margin:0;width:621px;height:460px;border:none" src="360027289212-6.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Save the contract to your computer and <a href="360026936731.html#add_shablon" class="topiclink">add</a> it to the <span style="font-weight: bold;">Sales</span> workspace.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When you upload the template, BRIX extracts the variables and displays them on a form where you can assign a specific <a href="360009707032.html" class="topiclink">data type</a> to each variable.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="dt5" width="548" height="346" style="margin:0;width:548px;height:346px;border:none" src="dt5.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you leave this field empty, then later in a business process you will be able to specify any type. If you select a specific type now, you will not be able to change it in the process.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After having specified the data types for your variables, click <span style="font-weight: bold;">Save</span>. Now you can use this template in a process, for example, in the <span style="font-weight: bold;">Fulfill purchase order</span> business process.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can read more about using document templates in business processes in the <a href="360026720792.html" class="topiclink">Generate from Template</a> article.</p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Edit a template</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can edit a template: modify the template's name, replace the file and change the assigned variable types. To do that:</p>
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<ol style="list-style-type:upper-roman">
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<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">On the <span style="font-weight: bold;">Document templates</span> page, click the file name in the templates list.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="dt6" width="668" height="360" style="margin:0;width:668px;height:360px;border:none" src="dt6.png"/></p>
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<ol style="list-style-type:upper-roman" start="2">
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<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the opened window on the <span style="font-weight: bold;">Main</span> tab, you can:</li></ol>
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<ul style="list-style-type:disc">
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<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Change the name of the template.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">View the content of the file by clicking on its name. The opened document will be read-only.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Delete a template by clicking the trash can icon to the right of its name.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Add a new template if you have deleted an existing one.</li></ul>
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<ol style="list-style-type:upper-roman" start="3">
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<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">If variables have changed in the new file, you will see a notification. Go to the <span style="font-weight: bold;">Variables</span> tab, where the list of added and deleted variables is displayed. Then specify the type of variables added or change the type of existing variables.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="dt8" width="538" height="492" style="margin:0;width:538px;height:492px;border:none" src="dt8.png"/></p>
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<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Save</span> to apply changes to your template.</li></ol>
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|
||||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||||
<script src="./jquery.tocify.min.js"></script>
|
||||
<script src="./TypoReporter.min.js"></script>
|
||||
<script src="./google-search.js"></script>
|
||||
<script src="./main.js"></script>
|
||||
</body>
|
||||
|
||||
</html>
|
||||
Reference in New Issue
Block a user