Memo templates
The templates every memo and circular is written from: the letterhead and layout, the header fields the author fills in, the numbering and the approval route.
- Where
- Menu › Administration › Memo templates
- Who
- Administrators and registry officers.
- Permissions
view_memo_templates,add_memo_templates,edit_memo_templates,delete_memo_templates;manage_memo_templatesormanage_document_templatesgives all of them. See Memo templates permissions.- How-to
- Memo templates
Screens
- The list
- Search by name or description; filter by status; New memo template.
- A template's page
- How a memo on it looks, and a summary: Approval, Publishing, Numbering, Header fields, Version, Memos written from it. Actions: Edit, Write a memo from it, Deactivate / Activate, Delete.
- The editor
- Tabs Details (name, description, reference pattern, active, approval workflow, publish manually after approval), Header fields and Layout.
Good to know
- Memos keep a copy of their template, so editing a template never changes memos already written.
- A template that memos were written from can only be deactivated.
- If no approval workflow is set, the author chooses one when submitting.