Document Templates allow you to create documents based on templates. They also support selecting relevant templates when initiating baseline reviews in waterfall projects.

I. Access Document Templates

On the Admin home page, click Document Templates to open the Document Templates page.

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II. Template Types

In Document Templates > Template Types, configure the key-value options for template types.

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III. Document Templates

1. Create a template

In Admin > Document Templates > Document Templates, click Create Template.

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2. Template type

Select a Template Type. Built-in template types include:

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• Project Plan
• Quality Assurance Plan
• Configuration Management Plan
• User Requirements Specification*
• Software Requirements Specification*
• High-Level Design Specification*
• Detailed Design Specification*
• Database Design Document*
• Interface Design Document*
• Source Code
• Integration Test Cases*
• System Test Plan
• System Test Cases*
• User Manual

Note: Template types marked with * can pull system data when creating document content. See below for details.

3. Example: Using a baseline review template

Using Software Requirements Specification as an example:

In Admin > Document Templates > Document Templates, click Create Template.

Name the template Custom Template, set the Template Type to Software Requirements Specification, and set Document Type to Wiki. Only Wiki templates can be used in baseline reviews. Click Save to return to the template list, where the newly created template will appear.

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Click the template name to open the template maintenance page and edit it. Click Manage Sections and choose Manual Input or System Data as the Data Source.

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IV. Usage

1. Reference a template when creating a document

When creating a document, you can choose to Create from Template. In the form, you can select Rich Text or Markdown templates configured in Admin.

Note: When creating a document from a template, you can reference only Rich Text or Markdown templates. Wiki templates cannot be used for creating documents from templates.

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2. Reference a template when initiating a baseline review

In the project, go to Review > Initiate Review.

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On the baseline review initiation page, select the review object, the related template, and reviewers, then click Save.

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