Creating Templates for PDF

Templates can be set up for PDFs. When creating PDF documents in FYI, a Template must be selected. Refer to Creating Documents from Templates.

Create or the PDF to use in FYI Templates

FYI Templates use existing PDFs that contain all the images, text and editable fields that will be brought into a document when it is created in FYI.  It is likely you already have these prepared in your practice. Either create or locate the PDF for any standard text, layout or format that you want to incorporate as Templates in FYI.

Creating Templates in FYI

Templates can only be set up and maintained by an FYI administrator, or a user who is in a User Group that has Administer Templates enabled (refer to Users and User Groups). 

1. From FYI, click Settings in the top right-hand corner.
2. Select Practice settings from the drop-down, then select Documents.
   Or,
   If you are not an FYI administrator, but have access to administer templates,
   from Settings select Documents.
3. Go to the Templates tab.
   
4. Click the Add Template button.
   
   
   
   Name - This identifies the template internally and is the name that displays when selecting the Template when creating a document. Make sure this clearly describes when the Template would be used. When you add the PDF file, the name of the template is automatically set to the name of the file.
   
   State - Select the State as "Published", "Draft" or "Archived". A template will only be available for selection in new documents if it has a state of "Published".
   
   Categories - you can optionally select the Categories that will be offered as the defaults when the template is used. When using the Template to create a document, users can make different selections for the Categories if required. 
   
   Note that a Category will only be available for selecting in a Template if it has been set up as "Available in Templates" on the Document - Category If a default Category is not set in a Template, users will select the Category when creating the document.
   
   
5. Click Choose a file to select from Explorer the PDF file that holds the text, any images (for example, your company logo) any editable fields that will be used as the template. Or drag and drop the file.
   To delete the selected file, click the X in the top right-hand corner of the file area.
   
   
6. Click Save.

When you reopen the Template from the list, you will see a link Download existing template which you can click to reopen the document that has been linked to the FYI Template.