Templates
Templates in MOAS are designed to help you create consistent advice documents.
Last updated
Templates in MOAS are designed to help you create consistent advice documents.
Last updated
To create a new template navigate to the Document templater option in the side menu and click Create template. You will be asked if you would like to create a library or a document.
Document - documents are stand alone advice documents that are unique to the type of advice/client receiving advice.
Library - libraries can be linked to documents and are created by default when advice is created. These are designed to hold all general supporting information.
Once you make your selection a New template item will appear in the list. Click on this item and you are ready to edit.
You can customise your document anyway you like. The templates you create will be used to produce documents for your groups in MOAS again and again to ensure consistency. Template titles can be edited by clicking on the title in the top left corner.
The file button underneath the document name will open a list of options. These include the following:
Type - toggle between document and library
Page Orientation - toggle document orientation between portrait and landscape
Duplicate - This will make an exact copy of the template and will be available in your list of templates.
Publish - Every template has a "publish" option. By default this will be turned off. Publish makes the template available for document creation. When published, the publish date will appear next to the publish button.
Theme - select which theme you would like applied to the template
Delete - delete the template. This will permanently delete the template, you will not be able to recover it.
Library - link a library to the template
Here you can toggle page number and footers.
You can add multiple types of content per page in the document. See Page Content for more detail.
At the bottom of the side menu you will see the document sections and pages listed out. Sections can hold any number of pages and have the following options available:
Add - add a new section by clicking the plus button in the top right corner. This will add a page by default. Sections must have at least one page.
Edit - to edit the section name click on the section title
Delete - this deletes the entire section including all pages within and section
Lock - locking the section will make the section and all pages within "locked", this means the section and the pages within cannot be deleted, the section title and the page titles cannot be edited in documents created from the template.
Duplicate - duplicate the section and all the pages within.
Add page - add a page within a section by clicking the plus button across from the "pages" header within the section.
Clicking on a section title will scroll to the first page in the section. Clicking on a page will scroll to the page.
Sections and pages within sections can be re-ordered. Drag the re order icon on the left of the section/page name and drag to its new position.
