Welcome to another Dome tutorial, this video will show you how to manage the Microsoft Word templates in your system.
To access the ‘Word templates’ menu, click ‘Manage’, highlight the ‘Print’ menu and click on the ‘Manage Word templates’ sub menu.
Displayed in front of you will be a list of all the Word templates in your system. Depending on the size of your organisation these Word templates may be over a couple of pages. To find the record more quickly, use the search bar located in the top left corner of the page.
To upload a new Word template, click the ‘New’ button in the bottom left corner. A dialogue box will appear.
- Enter the template name
- Select the default document type from the drop-down menu
- Enter the default document name
- Click the ‘Upload’ button and select the Word file you wish to upload.
- Finally, click the ‘Permission groups’ tab and select the permission groups you want to assign to the template
The name field is mandatory and will not let you save your progress without completing it. When you are finished. Click ‘Save’ or if you want to continue adding templates to the system, click ‘Save and Continue’.
Editing a template is the same process, only instead of clicking on the ‘New’ button, you simply click on the template you wish to edit.
Administrators can also delete multiple templates. To do this tick the radio button to the left of one or more of the Word templates and click the ‘Delete’ ‘button in the bottom left corner.
Finally, administrators may wish to export a list of templates on the system. To do this simply click the ‘Excel’ icon in the bottom left.