Creating Templates for Your Documents

You can create templates that will be used when documentation is generated from Captures within the Captures List in Worksoft Analyze. When you create a template, all users within a tenant will be able to utilize the template.

To create a template for your documents:

Sign into Worksoft Analyze with the following URL address:

https://<servername>/Analyze

The Captures screen opens. When you first open the Captures screen, the Capture Date 30 Minutes filter is applied, and Captures from the last 30 minutes are displayed.
In the right-hand corner, click the Templates button.

The Templates screen appears.
In the Select a logo image box, click the Browse button to browse to the logo file that you want to use for the document.
If you want to add a header to your document, type in a header in the Header text field.

This header appears on the top of each document page.
If you want to add a footer to your document, type in a footer in one or more of the Footer text fields.

The footer appears at the bottom of each document page with the page number.
In the Name text field, type in the name for the template.
Click Save.

After you click Save, the template name appears in the Available Templates list.
If you want to make this template your default, click the Make Default button. When you select to generate documentation for a Capture, the default template is automatically selected.

A check mark icon appears next to your default template.

If you chose to select the template as a default, the Make Default button changes to Clear Default. Click the Clear Default button to remove the default selection.

When no default is set, the user can select to use a template or not to use a template.
If you want to create a new template based on the current one, click the Save As button.
Click the Captures button to return to the Captures screen.

The template now appears in the Select Template drop-down list.

To edit a template:

Open the Captures screen.
In the right-hand corner, click the Templates button.

The Templates screen appears.
From the Available Templates list, select the template you want to edit.
Apply your changes to the template.
After you have completed your edits, click the Save button.

To delete a template:

To delete a template from the Templates screen, select a template in the Available Templates list and click the Delete button. The template is no longer available to users in the tenant.