{"id":11656,"date":"2021-10-04T17:15:11","date_gmt":"2021-10-04T08:15:11","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=11656"},"modified":"2022-05-20T14:53:15","modified_gmt":"2022-05-20T05:53:15","slug":"template-settings-general","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/template-settings-general\/","title":{"rendered":"Template settings: General"},"content":{"rendered":"\n

This action requires either the Manage template<\/strong><\/a> or the company administrator<\/strong> permission, and can be done on a PC<\/strong> (web browser), a mobile device<\/strong> (web browser), and a mobile app<\/strong> (iOS and Android).<\/span><\/p><\/blockquote>\n\n\n\n

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The Template settings page<\/h2>\n\n\n\n
  1. Log in to eformsign.<\/li>
  2. Go to Template settings<\/strong> in the sidebar.<\/li>
  3. Click the name or the gear icon (\u2699) of the desired template.<\/li><\/ol>\n\n\n\n
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    The General tab<\/h2>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
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    1. Template name<\/h3>\n\n\n\n

    The template name will be displayed in the Manage templates<\/strong> and New from template<\/strong> pages.<\/p>\n\n\n\n

    The recommended length of the template name is about 11 characters, including spaces. If the name is longer than 11 characters, you can see the full name by hovering the mouse over the name.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
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    2.  Template abbreviation<\/strong><\/h3>\n\n\n\n

    A short name that briefly describes the template. It is recommended to use two or three words.<\/p>\n\n\n\n

    Template abbreviation<\/strong> can be used in the document number, document name, email template, etc.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
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    3. Category<\/strong><\/h3>\n\n\n\n

    Category is used to sort templates by type. With the category name, you can filter templates in the Manage templates<\/strong> menu, and can filter documents in the Documents<\/strong> menus and the Manage documents<\/strong> menu. You can choose from an existing category or create a new category by entering a new name.<\/p>\n\n\n\n

    You can set multi-level categories with a separator ( \/<\/strong> ). For example, if you set a category as HR Team\/Vacation<\/strong>, the Vacation category in the HR category is created.<\/p>\n\n\n\n

    <\/div>\n\n\n\n

    4.  Description<\/strong><\/h3>\n\n\n\n

    Enter additional comments about the template. This description is displayed under the template name in New from template.<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
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    5. Template validity period<\/strong><\/h3>\n\n\n\n

    Sets the time period in which documents can be created from this template. By default, the start date is set to the uploaded date and you can change the date.<\/p>\n\n\n\n

    If you check No expiry date<\/strong>, documents can be created without a time limit. If you uncheck it and set the date, then documents can be created from the template up to that date.<\/p>\n\n\n\n

    <\/div>\n\n\n\n

    6. Document naming rule<\/strong><\/h3>\n\n\n\n

    Sets the document name when creating the document from the template. If a document naming rule is not set, the template name will be the document name.<\/p>\n\n\n\n

    You can set the document naming rule by clicking the [Add reserved word<\/strong>] button.<\/p>\n\n\n\n