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Manage document templates

You can use the Templates Manager app to update documents that are provided to Installers and Customers at specific points in their journey. The relevant document template is utilised based on the class and job type and is managed through Flags in the Class Manager app.

APP PERMISSIONS

Only UPowr technical support roles have access to the Templates Manager app.

Document Template Types​

When creating a document template, you must assign a template type. This defines when the document is generated and provided to the relevant user in the workflow.

Template typeRelated flagNotes
Offline quoteSet Offline quote document templateOperators can download the generated PDF quote from the Quote record
Site inspection info sheetSet Site inspection info sheet document template-
Installation info SheetSet Installation info sheet document template-
Bill of materialsSet Bill of materials document template-
Leave behind packSet Leave behind pack document template-
System manualSet System manual document template-
Rectification info sheetSet Rectification info sheet document template-
Installer sheetSet Installer sheet document template-

Add a document template​

To add a new document template:

  1. Go to Templates Manager app and select Documents tab.
  2. Click Add document template.
  3. Select Template type.
  4. Enter unique Key.
  5. Upload Docx template.
  6. Test the document template, adjusting test data as required.
  7. When ready, select Add.

Manage an existing document template​

To update an existing document template, you can upload a docx file:

  1. Go to Templates Manager app* and select Documents tab.
  2. Select Edit icon on the relevant template.
  3. Select Replace docx template and upload new file.
  4. Test the document template, adjusting test data as required.
  5. When ready, select Update.
Template in use

Any changes to a template that is currently in use by a class flag will be reflected in workflows triggered after the update.

Set a document template flag​

To utilise a document template in a class, you must set it on the relevant class flag.

  1. Go to the Class manager app.
  2. Select the class the document should be applied to.
  3. Find the relevant document template flag.
  4. Select Yes to enable flag.
  5. Select the Key as the flag setting.
  6. Select Apply.