Templates

Style Templates are Microsoft Word and PowerPoint template files (.dot, .dotx , .pot, or .potx) containing a collection of text styles that control the format in the text areas of the document, such as headings, body text, bullet points, captions, and section numbering. When a user builds a document in Word or a slide presentation in PowerPoint in Upland Qvidian, the text the user selects is assembled and formatted to the formatting instructions contained in the style template that the user selects when building the document.

To learn more about style templates, including best practices and instructions on creating and editing templates in Word and Power point, see Using Microsoft templates with your Upland Qvidian content. For more information on downloading Microsoft Word and PowerPoint templates directly from the Library, see Download Microsoft Word and PowerPoint templates.

Note: You can view any of your templates by going to Architecture > Templates, double-clicking the template name, and then clicking Open Read Only. A blank Word document or PowerPoint presentation with the associated template opens.

Search Templates

  • To search for a template, enter text into the search box at the top right of the grid, and click or Enter.
  • To re-display all templates in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific templates quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Customize columns

You can show, hide, and order columns to display on the grid.

  1. Click the Customize Columns Customize Columns icon icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
  2. To filter the column list, enter text into the Available Columns search box.
  3. Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records. Select the Select All option from the More Options menu to enable all the columns and use the Left Left arrow and Right Right arrow icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.
  4. To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options menu, or select specific column checkboxes and use the Up Up arrow and Down Down arrow icons to order the columns.
  5. Click Restore Default to return to the default settings.
  6. Click Save to save the changes and close the dialog box or Cancel to close without saving changes.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.

Add a new template

  1. Go to Architecture > Templates and click Add Template.
  2. Enter the Template Name.
  3. (Optional) Enter the Default Style Name. If default style name is left blank, "Normal" style will be used as a default.
  4. Drag and drop the new template into the Upload File Template area or click Browse Files to retrieve the file. The template file must have a .doctx or .pptx file extension.

    5. Note: The .doctx template file determines the default Word RFP answer style that is applied when a template is used. When a Project is created with a Project Style Template that uses a default style and an answer is added to a Word RFP using MS Word or MS Online, the default style will be applied to the answer. If an answer is added to a Word RFP using inline edit, the HTML will mimic the formatting of the default style.

  5. Click Add.

Duplicate a template

When you duplicate an existing template, you are loading the properties of that template to the New Template dialog. On this dialog, you can then edit the information for this new template. This is useful when the majority of the existing template's properties are the same as those for the new template you are creating through duplication.

  • Go to Architecture > Templates and use one of the following methods:
    • Hover over the desired template and click the Duplicate Duplicate icon icon.
    • Select the desired template checkbox and click the Duplicate Duplicate icon icon at the top of the grid.

Note: A template named, "Copy of template name", will appear. The new, duplicated template will use the Default Style Name of the original template.

Edit a template

  1. Go to Architecture > Templates to open the "Edit Properties" page using one of the following methods:
    • Hover over the template properties you would like to edit and click the Edit Edit icon icon.
    • Select the checkbox of the template properties you would like to edit and click the Edit Edit icon icon at the top of the grid.
  2. (Optional) Edit the template Template Name or Default Style Name. If default style name is left blank, "Normal" style will be used as a default.
  3. From within the Template File section: 
    • Click the Edit Edit icon icon to edit the template. Your browser downloads the file. Once a template is in edit mode, you can Replace the existing template file with a new one.
    • Click the Cancel Checkout Cancel checkout icon icon to cancel a checked out template. If the template is currently checked out by another user, the Edit Edit icon icon is not available until you click the Cancel Checkout Cancel checkout icon icon.
    • Click the Read Only Read only icon icon to view the template in "Read Only" mode.
  4. Once you are finished editing, click Save or Cancel to discard any changes.

Delete a template

  1. Go to Architecture > Templates to open the "Confirm deletion" dialog using one of the following methods:
    • Hover over the desired template and click the Delete Delete icon icon.
    • Select the desired template checkbox(es) and click the Delete Delete icon icon at the top of the grid.
    • To delete all templates, select the checkbox at the top of the grid to select all templates and then and click the Delete Delete icon icon.
  2. Click Delete.