Managing Document Section Templates

You can create section templates to manage sections that can be included within multiple documents and dynamically update the content within a centralized location. Section templates can be particularly useful in instances where the document content can be reused within multiple documents created across your organization.

To create a section template

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the Add New button.

    The Add Section modal appears.

  3. Complete the fields, as necessary. For more information, see Add Section Modal Reference.
  4. Click the Add button.

Add Section Modal Reference



Field
Description
Section Name

Enter a name for the section template.

Section Description(Optional)

Enter a brief description of the section template.

Default Language

Select the default language in which the section template content will be provided.

Section Template Type

Select the template type.

Show Section Header

Enable this setting to show section headers in the document.

Show Section Icon

Enable this setting to show an icon on the document.

Select Icon for Section

Select an icon to associate with the section template.

To build a section template

Section templates are built and centrally managed on the Section Templates screen. You can build out the content for section templates for reuse within multiple documents needed by your organization.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the section template that you want to build.

    The Builder tab on the Section Details screen appears.

  3. Use the rich text editor to build out the content needed for the section. For more information, see the Rich Text Editor section within the Building and Editing a Document article.
  4. Click the Save button.

To edit a section template

Any content within a section template must be modified directly via the template from the Section Templates screen and cannot be modified within the document itself.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the section template that you want to edit.
    The Builder tab on the Section Details screen appears.

  3. Modify the section content, as needed.
    Note:

    If you are making changes to a section template in Active status, you will first need to create a new version of the section template by clicking the Create New Version button.

  4. Click the Save button.

To publish a section template

After you have finished configuring the content for the section template, you can publish the section template. Section templates must be published in order to add them within documents.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the section template that you want to publish.

    The Builder tab on the Section Details screen appears.

  3. Verify the section content, as needed.
  4. Click the Publish button.
    The Publish Section modal appears.

  5. Click the Publish button. The section template will be placed in Active status.

To create a copy of an existing section template

You can create a copy of an existing section template to use the structure and content of an existing template as your starting point to quickly create new section templates.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the section template that you want to copy. screen appears.

    The Builder tab on the Section Details screen appears.

  3. Click the Context Menu icon .
  4. On the Context menu, select Copy Section Template.
    The Copy Section Template modal appears.

  5. Click the Copy button. The Section Details screen refreshes with the new section template in Draft status.

To discard a draft version

You can discard draft versions of section templates if you no longer want to modify the current version of the section template.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the draft section template that you want to discard.

    The Builder tab on the Section Details screen appears.

  3. Click the Context Menu icon .
  4. On the Context menu, select Discard Draft.
    The Discard Draft modal appears.

  5. Click the Confirm button.

To delete a section template

You can delete section templates if the section is no longer needed by your organization. Deleting a section template in Active status will remove the section template from all linked documents in which it was added. In addition, all linked documents will be placed in Draft status.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the section template that you want to delete.

    The Builder tab on the Section Details screen appears.

  3. Click the Context Menu icon .
  4. On the Context menu, select Delete.
    The Delete Section Template modal appears, listing all documents in which the section template appears.
    Note:

    You must first discard any drafts of the section template in order to see the Delete option.



  5. Click the Delete button.

To view version history

You can view details about the different versions of a section template by accessing the Version History pane. On the Version History pane, you can find the version status, version number, created date, and user who created the version of the section template.

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the link in the Section Name column for the section template that you want to view.

    The Builder tab on the Section Details screen appears.

  3. Click the Context Menu icon .
  4. On the Context menu, select View Versions.
    The Version History pane appears, where you can view the date and user that created versions of the section template.