Adding a New Template to a Page in OneOffice

Owned by Support (Unlicensed)
Last updated: Jul 21, 2022 by Gabrielle Fuchs
1 min read

New templates can be created and added to specific pages in OneOffice. To do so, follow the below instructions:

  1. Open the Word or Excel document that will be used as a template.

  2. Click on the RTVision add-in.

  3. Enter the website URL, then enter the account's login information.

  4. Click on ‘Create’ in the upper right corner.

  5. Enter the Template Name, then select the Template Entity. This will relate to the part of the application that this template may pertain to.

  6. Using the ‘Add Field Codes’ section, click on the ‘Field’ drop-down menu to see field options that pertain to the section of the application that was selected.

    1. If the area needs to be switched to a new one that section can be selected below. This will bring in new fields to the ‘Field’ drop-down menu, and will also update the ‘breadcrumbs' to easily navigate back to previous sections.

  7. Once the template has been updated and is ready to be saved back to OneOffice click on ‘Save’ in the lower section of the Add-In Menu.