Starting a Template

Starting a template is as easy as clicking a 'Start' button.

When a template is started, the view will jump to the 'Jobs' tab. This is because the system assumes that users start templates for their own jobs. If you are not a part of the workflow, then nothing will appear in your 'Jobs' queue. However, you can be assured that a job has appeared for the workflow user(s).

Click 'Templates' tab

Click 'Templates' tab

Switch to the 'Templates' tab in the main one2edit™ window.

Click 'Start'

Click 'Start'

To start a template, click the 'Start' button for that template.

'Jobs' Tab

The view will, at this point, jump to the 'Jobs' tab.

NOTE:
The job will, obviously, only be displayed in your 'Jobs' tab if you are one of the workflow step users.

Version Document Created

Version Document Created

Under the 'Projects' tab, there will be a version document that was created by starting the template.

This version document's filename will be equivalent to the 'Default Version' value given when creating the template.

NOTE:
If the template was set up to create a duplicate document instead of a version document, then a new master document will have appeared in the folder defined by the template.

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