Configure template file
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Prerequisite
- Access to the Configuration > Template file (ST026) menu.
Introduction
The template file menu allows you to register files that will be used in modeling the strategic maps of the scorecards, serving as a visual basis for the construction and customization of these maps.
Template files can be internal to the system (controlled documents) or external (imported images).
Once registered, they can be associated with different components of the SoftExpert Suite that use strategic maps.
This article will demonstrate how to configure a template file.
Configure template file
1. Access the menu Configuration > Template file (ST026).
2. Click the button 
to include a template file.
3. Provide an identifier and a name.
4. On the General tab, select one of the available options:
- Controlled document : allows you to select an existing template file within the system. This option is only available to organizations that have SoftExpert Document as part of their purchased solutions.
- External file : allows you to use a file saved on your computer. The allowed file extensions for use in the strategic map are: .png, .jpg, .gif.
5. Click the button 
to enable the Component tab.
6. The Component tab displays the SoftExpert Suite components that use the template file.
7. After filling in all the necessary tabs, save the configuration from the template file.
If the organization uses the "Request user password when performing critical operations" setting, the password will be requested when saving.
If the same template file is used in multiple components, it can be linked using the "Link existing record" option, available next to the add button.
Conclusion
The template files allow you to define base images for modeling the strategic maps of scorecards in SoftExpert Performance. Once registered and associated with the desired components, they become an integral part of the graphic structure used by users in the construction and maintenance of the maps.