Creating New Policy Templates

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Creating a template with headers to be used when creating a new policy or document can help to provide a consistent outline. To review the HTML Basics, click here.
 

Creating New Policy Templates (01:19)

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Creating New Policy Templates

    1. Create a new document that mirrors how the desired template should look.
      sampleTemplate.png
    2. Click the HTML Source button on the toolbar.
      toolbar.png

    3. Highlight and copy ALL of the HTML code that appears.
      MOUSE: Right-click > Copy | KEYBOARD: Ctrl +A to select all, Ctrl + C on keyboard
      htmlsource.png

    4. Click the Admin tab. If desired, right-click to open the Admin menu in a new tab or window.
      adminTab_area.png

    5. Click Policy Templates under the Configuration heading


    6. Click the Create New Template button on the top right in the blue bar
    7. Provide a name (1) and paste the HTML content (2). Click Save Changes (3) when done.


    8. To use the template, return to the Home tab (1) and click the New Policy button (2).
      usetemplate.png

    9. If multiple templates exist, select the appropriate option.
      multipleTemplates.png

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 HTML BASICS

When creating a template, the content is formatted using HTML. If desired, templates can also be created using HTML with some simple, basic information. 

HTML uses angled brackets to define formatting characteristics, and each item needs to have an opening and a closing "tag".

For example, if a header needs to use Header 2 formatting, the opening tag should look like this: <h2>

PolicyStat's Editor will recognize that the code and have all text that follows the opening tag will be displayed using the Header 2 style. However, not all the text in the template will need to be as large as Header 2, so we use a closing tag to remove the formatting. The closing tag looks like this:  </h2>

In the code, the text will look like this:

<h2>Sample Header Text Here</h2>

However, most content will be in the paragraph format. Paragraph content is sized using the <p> tag.

If there is default content to display, place it between the opening and closing paragraph tags. However, as this is a template, it can be left as an opening and closing tag with no text in between. This will create an empty paragraph box for the end user to fill in.

In the code, the text will look like this:

<p></p>

 

In HTML, here is some basic editor text: 

<h2>Sample Header Text Here</h2>
<p></p>

In the PolicyStat Editor, it will look like this:

The most important thing to remember with HTML is to use both an opening and closing tag.

The sizing options and their corresponding tags are shown below.

For more details on how HTML works, we recommend the free W3Schools.org site

 

This article applies to the following user roles:

siteAdmin.png

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