Template programming window (in draft)

Description of the Feature

The drafting window allows the document to be adapted to the client's context by making choices, filling in fields, and adding or removing content. This window is used to generate a document in Word or PDF format once the drafting is complete.

The main tasks for the drafter to adapt a document to the client's context are described below. Click the links to read the different sections of the article:

1. Choosing alternatives,

2. Filling in fields,

3. Add content,

4. Remove and put back content,

5. Move content,

6. Update content,

7. Modify content,

8. Exporting a Document.

Access to Feature

The document drafting window is accessible from template management, by clicking on the tile title.

Description of the document drafting Window

1. The features toolbar,

2. The information toolbar,

3. The table of contents,

4. The document display filters,

5. The edit content window.

The features toolbar

The features toolbar allows you to perform the following actions:

1. View and modify the ;

2. View thehistory of modifications made to the documents;

3. Review a template document;

4. (In the case of a draft made from a published document) View the published document;

5. Add content in the template document (sections, clauses and schedules);

6. Comment the template document;

7. Review all fields in the Fields Form of a template document;

8. Export the document in Word or PDF format;

9. Delete the document.

The information toolbar

The information toolbar displays the following information:

1. Template and document title,

2. Document status,

3. Repository,

4. Information about last time it was saved.

The display filters

The display filters allow you to hide or show certain content in the drafting window.

Read this article to learn more about display filters:

Document display filtres

Show content with compatible options in document

The table of contents

The table of contents displays the titles of the sections, clauses, and schedules included in the document.

1. Clause with a removed title,

2. Removed clause whose title is removed,

3. Selected clause whose title is removed,

4. Section at the first indentation level,

5. Section at the second indentation level (included under the previous section (4)),

6. Third-level clause, indented under the Terminology section, itself indented under the Interpretation section,

7. Table of schedules.

Move content from within the table of contents

1. Hover over a title in the table of contents.

2. When the hand-shaped cursor appears, click, hold down the mouse button, and drag the content above the location where it should be placed.

3. Drop it in the desired area by releasing the mouse button.

For more information on the rules for using drag-n-drop in the table of contents, read the following article: Use drag-and-drop to move content within the table of contents

The edit content window.

Types of content

The drafting window displays all the sections, clauses, and schedules that make up the document.

Sections are identified by the color purple and the label SECTION.

Clauses are identified by the color green and the label CLAUSE.

Schedules are identified by the color orange and the label SCHEDULE.

Elements present in a content block

The clause and schedule block is composed of the following elements:

1. The content title,

2. The quick access bar for content management tools,

3. The choices (alternatives) proposed for this content,

4. The button to See all options,

5. The content of the selected clause (the one found in the document).

The quick access toolbar for content management tools

1. Comment,

2. Manage alternatives in a template document,

3. Manage rules associated with the content,

4. Relevance of the content,

5. Clause management context menu.

Context menu

The context menu offers additional content editing tools and also includes the tools from the quick access bar.

The additional tools offered in the context menu are:

1. Open in a new tab: allows you to open the published or draft version of the clause in another tab.

2. Remove title of the content: allows you to remove the title and numbering. Note: The title will remain displayed on screen, but will not be visible once the document is exported.

3. Remove numbering of the content: allows you to remove the numbering, but not the title.

4. Manage rules associated with the content.

Removing content

Remove content from the document by clicking Remove (trash can icon) in the quick access bar or in the context menu.

When the Show removed content filter is enabled, removed content is displayed on screen. You must disable the filter to hide the removed content.

A removed content item will not be present in the document exported in Word or PDF format.

Adding back a content item

Restore content to the document by clicking Add back (green trash can icon with arrow). The restored content will appear in the document exported in Word or PDF format.

Update content

It is possible to update content when a new version of the content has been published. The Update content button will appear in the quick access bar to indicate that a content update is required.

Modify content

It is possible to edit content that is in draft. The Edit content button will be present in the quick access bar for draft content to indicate that it can still be edited.

Select an option (alternative)

Alternatives may be present in certain clauses or schedules. These choices represent different versions of the same content and can be selected based on the context of the file.

1. Selected alternative

2. Unselected alternative

It is possible to view the alternative in another tab from the context menu associated with the choice.

Select an alternative by clicking on the line or the radio button of the alternative that matches the context.

Fill in fields in the document

Fields that have not yet been filled in the document are highlighted in yellow (1), making them easier to spot. Filled fields appear in normal state (2).

For more information on the types of fields available in the document, read the following article: Types of fields available in the document.

Fields Form

It is possible to review the fields in the fields form. Learn more by reading this article: Fields Form of a Template Document.

Export the document in Word or PDF format

To learn more about this feature, see the following article:

Export a template document.