Overview<\/h3>\n\nYou can add or customize a document template to generate review documents for OneView<\/i> that are sent for review and approval. <\/p>\n
This article describes the procedure to add and customize a document template.<\/p>\n<\/div><\/div>\n
\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open the Administration screen<\/h3>\n\n![\"wpid31174-wpid-wpid-media_14059343501612.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 2. Click Configure OneView Settings<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Click Define Templates for OneView Review Document<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nThe Define Templates for OneView Review Document screen opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Add a new Review Document Template<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nCustomize Template Wizard… opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Enter Name and Description (Optional) for OneView Review Document<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 6. Customize the template<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. The template opens in Microsoft Word. Customize it as desired and click Save.<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Return to Customize Template Wizard… and click Upload Template<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 9. The template will be uploaded into the repository<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nThe template is now visible in the list <\/h3>\n\n\n<\/div>\n\nThe above process illustrates adding and customizing a new template. You can also customize an existing template. <\/p>\n
Let’s see the procedure on how to customize an existing template.<\/p>\n<\/div><\/div>\n
\nStep 10. Select an existing template that you want to customize<\/h3>\n\n\n<\/div>\n\nFor the next steps, follow the procedure as shown above from Step 5 to Step 9.<\/p>\n<\/div><\/div>\n
\nSee Also<\/h3>\n\nHow to include Revision History table in a OneView Review Document<\/a>
\nHow to create new Custom Properties for OneView Custom Fields for the Reviews and Approvals Default Template<\/a>
\nHow to add Custom Properties to Header, Footer and Front Page of the Reviews and Approvals Default Template<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: December 4th, 2016<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview You can add or customize a document template to generate review documents for OneView that are sent for review and approval. This article describes the procedure to add and customize a document template. Who should read this? TopTeam Administrators Step 1. Open the Administration screen Step 2. Click Configure OneView Settings Step 3. Click Define Templates for OneView Review Document The Define Templates for OneView Review Document screen opens Step 4. Add a new Review Document Template Customize Template Wizard… opens Step 5. Enter Name and Description (Optional) for OneView Review Document Step 6. Customize the template Step 7. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[288,114],"class_list":["post-6600","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1Is","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=6600"}],"version-history":[{"count":23,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600\/revisions"}],"predecessor-version":[{"id":36111,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600\/revisions\/36111"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=6600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=6600"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=6600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
You can add or customize a document template to generate review documents for OneView<\/i> that are sent for review and approval. <\/p>\n
This article describes the procedure to add and customize a document template.<\/p>\n<\/div><\/div>\n
Who should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open the Administration screen<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2. Click Configure OneView Settings<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Click Define Templates for OneView Review Document<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nThe Define Templates for OneView Review Document screen opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Add a new Review Document Template<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nCustomize Template Wizard… opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Enter Name and Description (Optional) for OneView Review Document<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 6. Customize the template<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. The template opens in Microsoft Word. Customize it as desired and click Save.<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Return to Customize Template Wizard… and click Upload Template<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 9. The template will be uploaded into the repository<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nThe template is now visible in the list <\/h3>\n\n\n<\/div>\n\nThe above process illustrates adding and customizing a new template. You can also customize an existing template. <\/p>\n
Let’s see the procedure on how to customize an existing template.<\/p>\n<\/div><\/div>\n
\nStep 10. Select an existing template that you want to customize<\/h3>\n\n\n<\/div>\n\nFor the next steps, follow the procedure as shown above from Step 5 to Step 9.<\/p>\n<\/div><\/div>\n
\nSee Also<\/h3>\n\nHow to include Revision History table in a OneView Review Document<\/a>
\nHow to create new Custom Properties for OneView Custom Fields for the Reviews and Approvals Default Template<\/a>
\nHow to add Custom Properties to Header, Footer and Front Page of the Reviews and Approvals Default Template<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: December 4th, 2016<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview You can add or customize a document template to generate review documents for OneView that are sent for review and approval. This article describes the procedure to add and customize a document template. Who should read this? TopTeam Administrators Step 1. Open the Administration screen Step 2. Click Configure OneView Settings Step 3. Click Define Templates for OneView Review Document The Define Templates for OneView Review Document screen opens Step 4. Add a new Review Document Template Customize Template Wizard… opens Step 5. Enter Name and Description (Optional) for OneView Review Document Step 6. Customize the template Step 7. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[288,114],"class_list":["post-6600","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1Is","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=6600"}],"version-history":[{"count":23,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600\/revisions"}],"predecessor-version":[{"id":36111,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600\/revisions\/36111"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=6600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=6600"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=6600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open the Administration screen<\/h3>\n
\n\nStep 2. Click Configure OneView Settings<\/h3>\n
\n\nStep 3. Click Define Templates for OneView Review Document<\/h3>\n
\n\nThe Define Templates for OneView Review Document screen opens<\/h3>\n
\n\nStep 4. Add a new Review Document Template<\/h3>\n
\n\nCustomize Template Wizard… opens<\/h3>\n
\n\nStep 5. Enter Name and Description (Optional) for OneView Review Document<\/h3>\n
\n\nStep 6. Customize the template<\/h3>\n
\n\nStep 7. The template opens in Microsoft Word. Customize it as desired and click Save.<\/h3>\n
\n\nStep 8. Return to Customize Template Wizard… and click Upload Template<\/h3>\n
\n\nStep 9. The template will be uploaded into the repository<\/h3>\n
\n\nThe template is now visible in the list <\/h3>\n
\n\nThe above process illustrates adding and customizing a new template. You can also customize an existing template. <\/p>\n
Let’s see the procedure on how to customize an existing template.<\/p>\n<\/div><\/div>\n
\nStep 10. Select an existing template that you want to customize<\/h3>\n
\n\nFor the next steps, follow the procedure as shown above from Step 5 to Step 9.<\/p>\n<\/div><\/div>\n
\nSee Also<\/h3>\n
\nHow to include Revision History table in a OneView Review Document<\/a>
\nHow to create new Custom Properties for OneView Custom Fields for the Reviews and Approvals Default Template<\/a>
\nHow to add Custom Properties to Header, Footer and Front Page of the Reviews and Approvals Default Template<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: December 4th, 2016<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview You can add or customize a document template to generate review documents for OneView that are sent for review and approval. This article describes the procedure to add and customize a document template. Who should read this? TopTeam Administrators Step 1. Open the Administration screen Step 2. Click Configure OneView Settings Step 3. Click Define Templates for OneView Review Document The Define Templates for OneView Review Document screen opens Step 4. Add a new Review Document Template Customize Template Wizard… opens Step 5. Enter Name and Description (Optional) for OneView Review Document Step 6. Customize the template Step 7. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[288,114],"class_list":["post-6600","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1Is","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=6600"}],"version-history":[{"count":23,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600\/revisions"}],"predecessor-version":[{"id":36111,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6600\/revisions\/36111"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=6600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=6600"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=6600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}