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.  This is intended for basic new templates from scratch.  The Wizard does not work to modify existing templates or add First Draft fields to existing templates.

Note:  With regard to First Draft templates, this tool is very basic and does not generate First Draft Areas with advanced options for handling headings.  See KB778 for details on that feature. 

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.