Creating a Geniusproject 'Template Document' that contains a customized data structure first requires designing the structure (ask your Genius consultant for this).

Geniusproject can contain as many subforms as needed to be used in 'Document templates'. These sub forms must all be named 'SubformTemplateXXX and are stored in a specific database that contains the predefined customizable elements.

Assuming that the required sub form is designed and imported in Geniusproject, the following two steps process explains how to create such a 'Document Template' in Geniusproject.

Link the subform with Geniusproject:

• In the 'Projects module 'Setup & Administration' console, in the 'Setup' tab, 'General' view.

• Edit the Keywords & Labels setup document and go to the 'Templates subforms’ section; the document shows all available sub forms and the 'Using name' they have when enabled.

• Select the required sub form (the 'Using name' should be 'Disabled') and click on the corresponding radio button in the left margin.

• Click on the [Enable] link at the bottom of the page. In the dialog box, fill in the name.

• Save and close the setup document.

• Now the specific sub form is ready for implementation in a 'Document Template'.

• Create a document template using a specific sub form: Open the 'Projects' database.

• In the 'Projects' module 'Setup & Administration' console, in the tab 'Templates', view 'Document templates'.

• Click on the menu [New > Document template].

• In the dialog box select the name set in step 5 in the process above and click the [OK] button.

• Once the new template is open, select the 'Template type' from the 'Type' list.

• Fill in the template name. For instance, if the type is 'Meeting minutes', the name could be 'Weekly meeting we xx' or 'Project status', etc., depending on the purpose of the meeting.

• Fill in the 'Title'; when a document is created from this template, the title of the document is initialized by the title of the template.

• Possibly pre-fill the fields

• Attach documents (See previous section.). (Optional.) Save and close the document.

• Restricting access to document templates

It is possible to restrict the access to a document template to a specific resource, a set of resources, groups, roles (which must then be assigned in each project), or a combination of all.

• Edit the Document template setup document. Go to the 'Access' section.
  

• In the field 'Accessibility', select 'Restricted'.

• In the field 'Resources / groups', select the resources and/or groups that will have access to the template, if applicable.

• In the field 'Roles,' select the roles that will have access to the template, if applicable.

• If both fields ‘Resources / groups’ and ‘Roles’ are filled, then the logical operator must be chosen, either ‘And,' or 'Or.'

• Save and close the document.