Administering Knowledge Management › Knowledge Document Control › Document Templates › Create a Document Template

Create a Document Template

A document template specifies the content and appearance of documents in the knowledge base. You can apply the default templates:

• Built In—Knowledge Document
• Built In—Knowledge Tree
• Built In—Quick Editing

The product uses the default templates when you create knowledge documents and knowledge tree documents unless you create document templates and associate them with your documents.

Note: While creating a knowledge document, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To create a document template

1. On the Administration tab, browse to Knowledge, Documents, Document Templates.

   The Document Templates List page appears.

2. Click Create New.

   The Create New Document Template page appears.

3. Complete the following fields:

   Template

   (Required) Defines a unique name for the template.

   Detail

   Displays the static content that appears in documents created using the current template. If you select the HTML Source option, you can edit HTML code for the body directly in the Body. If you select the Quick View option, the Body field is read-only and displays the static body content as it appears at run time.

4. (Optional) Click Set Default Values.

   The Default Values Template page appears.

   You can set default values when creating a document. If you change the template on an existing document, there is no impact.

5. (Optional) Hide the Title, Summary, Problem, or Resolution from appearing in your template.

   You can hide these fields when you want a simple document, such as a question and answer template.

6. Click Edit Detail.

   The HTML Editor page appears and you can specify the static content and layout of documents that use the template. You can edit the code using the toolbar to insert placeholder tags.

   Important! You can remove knowledge relationships, such as parent, child, and related links, by deleting the {TAG_PARENT} and {TAG_RELATED} tags from the template.

7. Click OK.

   The Detail field shows the updated content.

8. (Optional) Click Quick View.

   Shows the content as it appears in documents based on the template.

9. (Optional) Click HTML View.

   Shows the content as HTML code.

10. Click Save.

    The Document Template Detail page appears.

11. Click Close Window.

    New documents that use the template show the new content and layout.

    The name of the template appears in the Template List when you display the list again.

Note: Changes to the document using the template display after starting a new session by logging into the system.