{"id":1280,"date":"2021-04-29T08:04:35","date_gmt":"2021-04-29T08:04:35","guid":{"rendered":"https:\/\/info.documotor.com\/?page_id=1280"},"modified":"2023-04-27T13:56:10","modified_gmt":"2023-04-27T13:56:10","slug":"versioned-template","status":"publish","type":"page","link":"https:\/\/info.documotor.com\/?page_id=1280","title":{"rendered":"Versioned template"},"content":{"rendered":"\n

A versioned template in DocuMotor is essentially a collection of templates that allows the user to keep a version (template) in production while updating e.g., next years template in another version. <\/p>\n\n\n\n

The content of versioned templates is restricted to the supported templates<\/a>. <\/p>\n\n\n\n

Create versioned templates<\/h2>\n\n\n\n

A versioned template is created by accessing the Templates tab for a unit, clicking the button Create new…<\/strong>, and selecting Versioned template<\/strong>, as shown below.<\/p>\n\n\n\n

\"\"
Create new versioned template<\/figcaption><\/figure>\n\n\n\n

A dialog box pops up after clicking on Versioned template<\/strong>, where the name of the new versioned template is supplied in the Enter new name<\/em> textbox. Press Ok <\/strong>to create the versioned template.<\/p>\n\n\n\n

\"\"
Dialog box for creating new versioned template<\/figcaption><\/figure>\n\n\n\n

Create versions<\/h2>\n\n\n\n

Once a versioned template is created, versions can be created within the collection by accessing the versioned template, e.g., CV Collection above, and clicking the button Create new version<\/strong>, as shown below.<\/p>\n\n\n\n

\"\"
Create new version within the versioned template<\/figcaption><\/figure>\n\n\n\n

Stages<\/h2>\n\n\n\n

Stages are unit-wide. The administration of stages is elaborated upon in the Unit Management<\/a> guide. <\/p>\n\n\n\n

Existing stages are shown for each version within the collection, as shown below marked with red. <\/p>\n\n\n\n

Stages are sorted alphabetically, and new stages will be appended when accessing the versioned template.<\/p>\n\n\n\n

\"\"
Stages shown for versions<\/figcaption><\/figure>\n\n\n\n

Versioned templates require<\/strong> that stages are created and assigned to versions within the collection. <\/p>\n\n\n\n

An assigned stage is indicated with bold text, which is also shown above, where stage prod <\/em>is assigned to the version CV 2021<\/em>.<\/p>\n\n\n\n

Furthermore, a stage can only be assigned to one version at a time. Using the above example, assigning stage prod <\/em>to CV 2022<\/em> will automatically un-assign stage prod <\/em>from CV 2021<\/em> – as shown below.<\/p>\n\n\n\n

\"\"
Stage prod<\/em> switched to version CV 2022<\/em><\/figcaption><\/figure>\n\n\n\n

N.B.<\/strong> newly created stages must be manually assigned to a version. Once a stage has been assigned to a version, it cannot be deleted from the management dashboard.<\/p>\n\n\n\n

Assign a stage to a version<\/h3>\n\n\n\n

To assign stage a stage to a version, hover over the version to which the stage must be assigned, and click the stage to assign, shown below.<\/p>\n\n\n\n

\"\"
Assigning stage prod <\/em>to version CV 2021<\/em><\/figcaption><\/figure>\n\n\n\n

Clicking a stage shows a dialog box. To finalize assigning the selected stage to the selected version, in this example prod <\/em>to CV 2021<\/em>, click Confirm<\/strong>.<\/p>\n\n\n\n

Once confirmed, the stage prod <\/em>will be assigned to version CV 2021<\/em> and removed from version CV 2022<\/em>, as shown below.<\/p>\n\n\n\n

\"\"
Stage prod<\/em> <\/strong>assigned to CV 2021<\/em> and removed from CV 2022<\/em><\/figcaption><\/figure>\n\n\n\n

Generating documents<\/h2>\n\n\n\n

DocuMotor supports document generation of versions within a versioned template. Postman and Curl code snippets can be accessed by clicking the code snippet shown below, marked with red.<\/p>\n\n\n\n

\"\"
Code snippet for versioned templates<\/figcaption><\/figure>\n\n\n\n

Generating versioned documents uses the same endpoint as regular documents with two differences:<\/p>\n\n\n\n