Document outline templates specify fonts, colors, backgrounds and other formatting styles. Document Outline Templates allow you to easily change the look of an existing policy or contract.
You can save your policy or contract as a document outline template for later reuse. Because each section and subsection can be created using a template, you can build complex documents by embedding templates. Document outline templates are divided, by default, into {policy or contract}, Section, and Subsection groups. In order to create a custom document outline template, you need to have the Policy View and Policy Author permissions.
To create a document outline template:
- Go to Content > Policies.
- Go to the Organization Content tree.
- Click the Document Outline Templates group, or expand and select the Section or Subsection group in which a template is to be created.
- Click New in the group details page.
Enter a Title and Description.
- Click OK. The template is created with default headings and with no styles and formatting.
