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InfraWare Template Editor - Template Wizard Instructions

Answer / Solution

 

InfraWare Template Editor:  Template Wizard Instructions

Summary

The InfraWare 360 platform has a new feature added to the InfraWare Template Editor --> the Template Creation Wizard. This wizard provides additional assistance to InfraWare Administrators to create First Draft and Standard templates with ease. 

Requirements

  • InfraWare Template Editor installed on your PC, version 6.1.8.1
  • InfraWare Administrator or InfraWare Manager username and password
  • Samples of the template and finished documents for reference while creating the template

Tasks

  • Launch the InfraWare Template Editor 2011
  • Select the File menu --> New Template from Wizard (Ctrl+W)

  • You will be prompted to log in
  • Choose Base Template
  • Select a Template Type from the drop-down menu

  • Select a Template Style from the drop-down menu
  • Click Next

  • Format the Body
    • From the Available Template Sections on the left, add Template Headings to the Available Template Sections on the right.
    • Move the Template Sections up and down to put them in the proper order required for the template
    • Add Custom Fields as needed using the Custom Field button

  • Select a style to be used for all Current Template Section, i.e. bold, ALL CAPS, UNDERLINE, etc.
  • The bottom half of the window displays a Preview of the template
  • Click the Next Button when done

  • 1.  Format the Header
    • If desired, click browse to add a logo to the header
    • Select Image Justification:  Left, Center, or Right
    • Select "Display image on first page only" if the image is to appear only on the first page

  • 2.  Select text and fields to the header (optional)
    • Drag and drop the desired fields into the grid
    • Double click the grid to enter text
    • Click on fields in the grid and drag to the appropriate location on the grid
    • Place a checkmark next to "Include a label next to the field" to add a label/heading before the field code

  • Again, you can preview the template in the bottom half of the window
  • Select Next to move on to the next step or click Finish if you are done and would like to manually edit the template

  •  1.  Format the Footer
    • If desired, click browse to add a logo to the footer
    • Select Image Justification:  Left, Center, or Right
    • Select "Display image on first page only" if the image is to appear only on the first page

  • 2.  Select text and fields to the footer (optional)
    • Drag and drop the desired fields into the grid
    • Double click the grid to enter text
    • Click on fields in the grid and drag to the appropriate location on the grid
    • Place a checkmark next to "Include a label next to the field" to add a label/heading before the field code

  • Again, you can preview the template in the bottom half of the window
  • Select Finish when you are done

  • Your new template will load into the InfraWare Template Editor
    • You can continue to edit the template as needed
    • First Draft Fields are already inserted into the template
      • Note: First Draft Fields do not need to be deleted from a template as they will disappear if not used by First Draft

  • Edit First Draft Fields
    • Double click on the FD field to edit
    • First Draft Region Window will open
    • Add Phrases that the author would say when referring to this heading
    • Click the Add button

  • Click the Load button to add preselected phrases based on template type
  • Select the Template type from the drop-down menu
  • Select the Template Style from the drop-down menu
  • Select the Heading to Load from the drop-down menu
  • The phrases for that heading will appear under Current Phrases

  • Click OK when done
  • Please refer to Knowledge Base article #227 for additional information on creating, editing, and saving templates.

 


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Direct Link to This KB
http://www.infraware.com/KB/?f=414

Last Updated
Monday, February 22, 2016

Tags
template editor wizard ITE First Draft speech recognition KB414
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