Administrator - Adding a New Document Template

The Documents Templates feature allows Administrators to upload Word Documents which will act as a template for Contributors when they create a Report using the Document Manager Module in eScribe. Prior to uploading a report template, Administrators may want to configure the template to allow for the extraction of Resolution and Title Data Quick Parts from the Word Document into eScribe.

Field	Explanation
Document Template Name	Title of the Template as it will appear in the drop when a new report is created. Ex: Recommendation Report, Staff Report, Information Only.
Template Document	Allows the user to upload their organizations; template. Acceptable Document Template format is Microsoft Word.
Meeting Types	Meeting Type toggle allows the Administrator to determine if they would like the Document Template to appear when specific Meeting Type (s) are selected when drafting a report.
Departments	Department toggle allows the Administrator to select which Department (s) will be able to create a draft report using the available template. Leave the toggle off to allow all departments to use the document template.