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Marking a template archived removes it from the document generation page, leaving it in the system but effectively making it unavailable to users. Templates can be automatically assigned to template groups based on the name of the template (see Template Groups, below), but if you select a template group for a template in this panel, it will be a member of that group regardless of whether its name would automatically make it a member. If you are careful about naming your templates, it is not generally necessary to assign them manually to template groups.
Word Templates (without Template Plugin for Word installed)
You can create Word templates without the SmartAdvocate Template Plugin for Word installed on the computer. This is particularly useful for creating Word templates on a Mac computer.
Using Word (including Word for Mac), open the form or document that you wish to utilize in SmartAdvocate as a document template. Picklist Maintenance > Document Merge Codes contains a list of all of the merge codes. Copy any appropriate merge codes and paste them into the document. See Merge Codes for a description of the use and placement of merge codes in document templates.
Once all merge codes have been inserted into the document, save the document on your computer. On the Document Templates page, click on Upload Word Template.
This will bring up a panel allowing you to browse for the file on your computer. Find and select the Word form, and more fields will appear: a text input field for the name of the template, dropdowns for the document category and sub-category of documents generated using the template, dropdowns for the display folder, the template group, and the envelope to be generated along with the template, a checkbox for whether the template is archived or not, and a dropdown to determine the format in which a document created from this template will be generated. Once the panel is filled out, click Save to save the template.
Excel Templates (without Template Plugin for Excel installed)
You can create Excel templates for use within SmartAdvocate without the SmartAdvocate Template Plugin for Word installed on the computer. This is particularly useful for creating Word templates on a Mac computer.
Using Excel (including Excel for Mac), open the form or document that you wish to utilize in SmartAdvocate as an Excel template. Picklist Maintenance > Document Merge Codes contains a list of all of the merge codes. Copy any appropriate merge codes and paste them into the spreadsheet. See Merge Codes for a description of the use and placement of merge codes in templates.
Once all merge codes have been inserted into the document, save the document on your computer. On the Document Templates page, click on Upload Excel Template.
This will bring up a panel allowing you to browse for the file on your computer. Find and select the Excel form, and more fields will appear: a text input field for the name of the template, dropdowns for the category and sub-category of spreadsheets generated using the template, dropdowns for the display folder, the template group, and the envelope to be generated along with the template, and a checkbox for whether the template is archived or not. Once the panel is filled out, click Save to save the template.
PDF Templates
The Templates tab is also used for adding PDF forms as templates. To add a PDF as a template, click the Upload PDF Template button, which will bring up a panel allowing you to browse for the file on your computer. Find and select the PDF form, and more fields will appear: a text input field for the name of the template, dropdowns for the document category and sub-category of documents generated using the template, dropdowns for the display folder, the template group, and the envelope to be generated along with the template, and a checkbox for whether the template is archived or not. Once the panel is filled out, click Save to save the template.
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This tab contains a listing of all builder merge codes. For an explanation of builder merge codes, see Creating and Using Builder Merge Codes. The list of builder merge codes is in the form of a table, with columns for the merge code's name, description, and type. There is also a column containing, in each row, a pencil icon for editing the row, and a red an X icon for deleting the row (there will be a confirmation message first to avoid accidental deletion).
Clicking the pencil icon in a row will bring up a panel allowing you to change the builder merge code's name, description, and type. The panel also contains a double-list that you can use to add custom merge codes to the builder merge code. Once you have added all the custom merge codes you want to be in the builder merge code, click Update to save the builder merge code. Clicking the Create Builder Merge Code button will bring up the same panel, with the contents blank.
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