You’ll be brought to the Properties tab of the new document by default, where you’ll select the template from the Type dropdown. What is the user experience for selecting a template to create a new document? Once templates have been created, you can create documents from the Dashboard or the Documents Workspace by clicking the easy-to-find Create button. No: Only content within the sections will be displayed. Yes: Section titles will be visible on the final documents. Learn more about manually making Documents effective. No: Select this option if training is required after Approval but before a document can be made effective (manually), or for any other delay situations. Yes: Once a document is approved, it will automatically be made effective on the approval date and available to your users in the Documents Library. Note: an “Overdue” status will not prevent a user from approving a document. Note: An “Overdue” status will not prevent a user from completing a review.ĭefines the time period from when the document is sent for approval until it is considered “Overdue”. No: Retraining will not be required when document is updated.ĭefines how frequently this type of document should be reviewed.ĭefines the time period from when the document is sent for review until it is considered “Overdue”. Yes: Every time the document is updated to a new version, training will be required. Only displays when “Eligible for training” is equal to Yes. It cannot be changed when creating new documents. This setting is locked for any document using this template. No: This type of document will not require users to complete training. Yes: A Training Assessment modal will be available to add questions to. Hint: Before creating a new template, check if an Archived template was previously created that can be restored and updated, especially if it is using the prefix you would like to use. See the Template Default Setting table below for more details.Ĭlick the “Create template” button to save your changes and create the new template. However, some document settings can be modified from the template’s default settings. Its settings will default to what is indicated on the template. When a new document is created, properties will be inherited from the template. Consider adding instructions, guidance, or definitions that can be easily deleted during document creation.
Section content can be modified during document creation and editing. This should be considered as you develop templates to find the right balance between standardization and flexibility.Īdd Default Content to each section template as needed, then click the Next button. Section Titles and structure cannot be modified during document creation and editing. Move sections up and down, and remove sections as needed, using the delete option. However, with the new document editor, released for new customers in Q3 2022, attachments can be added directly to the text.) ( New Editor Note: The previous document editor required users to specify if sections were for text or attachment. Learn about Document Templates by watching the new user training video below, or continue reading this article.Īdd Default sections to your template, then click the Next button.Īdd sections by clicking the Add Section button.
#Docs templates document plus
Qualio Plus customers will have access to additional Qualio Plus templates.
During initial onboarding, you will receive training and guidance on building a Document Template strategy. Learn more here.įor the most part, customers are responsible to create and manage their templates. Document visibility can be restricted using Tags and User Groups.
All templates created for an organization will be visible to all users when creating new documents. Templates cannot be restricted by groups. Irrelevant templates can be archived (and restored), but never deleted. Learn more about prefixes here.Įach template is customized to provide the relevant structure for that type of document, including instructions, sections, and tables. There are no limits to the number of templates that can be created.Įach template represents a different type of document and assigned a unique prefix (i.e. No “blank” document option like in Microsoft WORD or Google Doc. Some basic principles of Document Templates include:Įvery document is built from a template. That’s why the document creation process within Qualio is driven by Document Templates. An effective and ordered QMS is impossible without consistently enforced document formats and structures.
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