12.5.1.4 Creating a Template

Users are able to create their own customizable templates to use when generating Standard Operating Procedures. This allows them to only include information they need and to adapt various SOP templates to different formats and purposes.

The EPC uses the Docxtemplater library for SOP generation within the web application. Refer to the Docxtemplater library for documentation and for how-to’s. Note that the EPC does not use the commercial version of Docxtemplater.

*Upload templates in a folder dedicated for templates for easier management.

Note that templates are environment locked; users are not able to use nor see templates uploaded into an environment of which they are not a part of.

Creating a template

To create a template for a Standard Operating Procedure, Microsoft Office Word is required, as templates must be uploaded in the EPC as a .docx file.

For more information on how template tags work and how to include them, refer to Template Tags

Uploading a template

Once the template has been created, it can uploaded into the EPC similarly to other documents. Refer to Create Objects for information on creating objects within the EPC

The document type must be template. This is how the EPC identifies templates.

Drag a file or click on the upload space to select a document. Once the document has been successfully uploaded, click on .

Once the template has been uploaded, the user will be able to use that template to generate documents.