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Template

Template setup

The template properties are accessed using the
Template Setup
 button in the
Contract Express
 ribbon.
Template setup icon.
This opens the Template Setup dialog:
Template setup page.

Template name

This is a required field. It is used to uniquely identify the template when it is uploaded to the server. There is no restriction on characters used in a template name, however the inclusion of certain characters will mean that the name needs to be surrounded in single quotes when being referenced in other templates. See the topic on Special characters in variable names, template names, lookup column names, and text strings for more information.

Version ID

This is an optional field. It is used by Contract Express to identify different versions of a template that have been uploaded. Version numbers (1.0, 1.1, 2.0 etc), or the current date in numeric form (20140328) are common conventions for specifying the version. If you leave this field blank, the date and time when the template is uploaded will be used to identify this version on the server.
See template versions for more advanced details regarding versions.

Keywords

This is an optional field that may be used to store keywords in a database. These may be used by third party programs as part of their integration.
Use of the keyword "Report" in this field will identify the template as one that should appear in the Author Report list. See Creating a Dictionary Report document for more information.

Description

This is an optional field that can be used to provide additional information about the template which will be visible to users when they choose the template.

Bracket type

These characters are used to mark the beginning and end of fields or spans. Select your preferred characters from the dropdowns.

Generated document name

This is an optional field. The generated document name appears on the assembled document page of the questionnaire as the description of the document that has been produced. It may also be used as the file name for that document when it is opened.
If this field is left blank then the template name will be used as generated document name.

Saved using version and Minimum version

These are the versions of the software used to last save the template and the minimum version required to run the template. E.g. v8.x and 9.x templates cannot be run on instances of Contract Express earlier than v7.2.

This article applies to:

  • Product: Contract Express