Document templates

All users can create private document templates for use in their everyday work. A user with the “Template administrator” privilege can create, edit and delete shared document templates that are used as standard documents across the organisation.

Document templates are divided into three levels in F2:

Standard document templates
A standard document template can be used by all users. However, only users with the “Template administrator” privilege can create, maintain and delete them.
Document templates on unit level
A document template on unit level can be used by all users in the unit or its subunits. Only users with the “Template administrator” privilege can create, maintain and delete them.
Personal document templates
A personal document template can only be used by the user who created it. Only the users themselves can create, maintain and delete a personal document template.

Document templates must be in Office format.

Templates are managed via the “Document Templates” menu item located on the “Settings” tab in the main window.

Figure 1. Manage templates

To an administrator, the dialogue window will appear as follows:

Figure 2. Managing document templates

Managing document templates is described in Settings and Setup.