Associating a template
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Prerequisites
- Administration: access to the Configuration > Electronic file > Complex file container (AD030) menu.
- Performance: access to the Management > Scorecard planning (ST009) menu.
- Document: access to the Configuration > Document > Category (DC043), Configuration > Document > E-mail template (DC062), or Configuration > Document > Complex file container (DC041) menu.
- Form: access to the File > Form (FO005) menu.
- PDM: access to the Configuration > Item > Item type (IT040) or Configuration > Item > Complex file container (IT038) menu.
- Process: access to the File > Process (PM022) menu.
- Survey: access to the File > Survey template (SV004), Management > Survey planning (SV005), or Execution > Survey execution (SV028) menu.
- Previously configured template.
Introduction
Templates can be used for different purposes, and the association place varies according to the component.
See the exact place in which a template is associated and how to associate it in the components in which it is available:
Administration
Associating a template with a complex file container:
1. Access the Configuration > Electronic file > Complex file container (AD030) menu.
2. On the container data screen, go to the Structure tab.
3. Click on Add and select the "Template" option in the Content type field.
4. Associate the template.
Click here for more details on how the complex file container works and how to configure this resource.
Performance
Associating a template with the strategy map of a scorecard:
1. Access the Management > Scorecard planning (ST009) menu.
2. On the scorecard data screen, go to the Structure tab.
3. Click on the Strategy map option and on the 
button.
4. Drag the Image element to the available area and insert the template in the specified place.
Document
Associating a template with a document category:
1. Access the Configuration > Document > Category (DC043) menu.
2. On the category data screen, go to the Electronic file tab.
3. Open the Template section and click on the 
button.
4. Select the desired template.
5. Click on the 
button to finish the association.
Click here for more details on the association with document categories.
Associating a template with an e-mail template:
1. Access the Configuration > Document > E-mail template (DC062) menu.
2. On the e-mail template data screen, select the Content will be read from HTML file option.
3. Associate the desired template in the specified field.
Associating a template with a complex file container:
1. Access the Configuration > Document > Complex file container (DC041) menu.
2. On the container data screen, select the Structure tab.
3. Click on the button and select the "Template" option in the Content type field.
4. Associate the template.
Click here for more details on how the complex file container works and how to configure this resource.
Form
Associating a template with a nonresponsive form:
1. Access the File > Form (FO005) menu.
2. On the form data screen, select the Structural elements section.
3. Drag the Image element to the available area.
4. Associate the desired template in the specified field.
- This resource is not available for responsive forms.
- Click here and learn how to create a form.
PDM
Associating a template with an item type:
1. Access the Configuration > Item > Item type (IT040) menu.
2. On the type data, go to the Electronic file tab.
3. Select the Template sub-tab.
4. Click on the button and select the desired template.
5. Click on the button to finish the association.
Associating a template with a complex file container:
1. Access the Configuration > Item > Complex file container (IT038) menu.
2. On the container data screen, select the Structure tab.
3. Click on the button and select the "Template" option in the Content type field.
4. Associate the template.
Click here for more details on how the complex file container works and how to configure this resource.
Process
Associating a template with a process message event:
1. Access the File > Process (PM022) menu.
2. Open the flowchart of the desired process.
3. Edit the Message (send) event.
4. Access the Content tab.
5. Check the Content will be read from HTML file option.
6. Associate the desired template.
Associating a template with a user activity, a system activity, or a process decision:
1. Access the File > Process (PM022) menu.
2. Open the flowchart of the desired process.
3. Edit the data of a user activity, system activity, or decision.
4. Access the Configurations > Notification tab.
5. In the Configuration sub-tab, check the Content will be read from HTML file option.
6. Associate the desired template.
- See how to edit the data of a message event by clicking here.
- See how to edit the data of activities and decisions by clicking here.
Survey
Associating a template with a survey:
1. Access the File > Survey template (SV004), Management > Survey planning (SV005), or Execution > Survey execution (SV028) menu.
2. On the record data screen, open the E-mail section.
3. Select the Specific option.
4. Associate the template in the specified field.
Conclusion
Now that the template has been duly associated in the configuration of an object, e-mails, images, and electronic files will be duly standardized.
Thus, the flow has come to its end! Refer to the specific documentation of each component to learn about its resources.