1  Configuring the category's main document or file

2  Adding templates

3  Templates with replacement tags


Configuring the category's main document or file

In the “File” step you can configure the behavior of the category's main document or file. File and document are used interchangeably here.

You can specify whether the category will have version control, automatic conversion to pdf,  templates or whether the category will have do main document.

Templates can include “replacement tags”, which  will be automatically replaced when you click “Create from template” in each document's details window.

To establish version control for the category, you must check the "Version control" box and if you want automatic conversion to PDF, you must check the box "Publish to PDF when possible".

If the category does not require a main document, then leave the "Has main file" check box empty and the category's details window will function like a data sheet.


Adding templates

R2 Docuo allows you to have several templates associated to the same category. When you create a template from the details window you will be asked which template you want to use.

Clicking the "+ New" button will open the window for you to add templates to the category.

In the "General" tab, by clicking the ellipsis that appears to the right of the "Template file" field you can open your PC's files so select the document to be used as template.

In the "Options" tab you can define the template's language and whether the template will be used for the main document, attachments, or both. Categories with no main document can only use templates as attachments.


Templates with replacement tags

In Microsoft Office documents you can add replacement tags which will be replaced with field values when you create from template.

The General tab has an option for creating test templates for Microsoft Office files. These templates create a list with all the tags associated to the fields and attributes created in the category.

To customize an existing template you must upload the template to the general tab of the new template window as shown above.

To add replacement tags you must open the template by double-clicking on it and then open the replacement tag viewer by clicking "Show replacement tags".

Replacement tags are copied from the tag viewer and pasted in the template as applicable so that when the document is created from template from the details window, the tags are replaced with the values of the fields and attributes.