Doc auto templates Panel
The Doc auto templates panel enables users to help make self-service document automation accessible to business users.
Click
Doc auto templates
to add a Doc auto templates panel.
The
Add panel - Doc auto templates
screen opens:
Give your panel a title and select the default display. You can also limit the panel further using the site and categories fields. For example, you can select a specific category (specified within Contract Express), enabling you to tailor this to a specific use case, and limit which templates are visible to the user.
note
Please note that
My templates
are the templates associated with the HighQ Doc Auto site.note
Also please note that when the Show tabs check box is selected, you can tab through your My templates, sites and categories via the corresponding tabs at the top of the panel. However, if the check box is unselected, it will only show the chosen display item.
Then in the Presentation tab, you can choose how you want to order the templates, how many items you want to display per page and whether you want users to be able to search within this panel.
As of our March 2023 release, users can now automatically download a document that they have generated. This provides easy access for business users not familiar with HighQ and enables them to get access to the information they need straightaway.
To automatically download generated documents, select the
Download generated documents
checkbox when you Add
or Edit
your Doc auto templates
panel. Click Add
or Save
to save your changes:
note
As of June 2023, if File Approvals is turned on for a site, documents are not automatically downloaded, but instead go through the approval process.
Additionally, you can style the panel with a primary and secondary colour.
Once the details of your panel are added, click
Add
. Your panel will be added, where you can review and complete any document template that you have permission to view:
Alternatively, you can just show the category:
A dashboard administrator can also display and/or hide empty sections in a dashboard. Enabling administrators to have a bit more freedom when customising their dashboards:
