This tutorial guides you through creating and using metadata
through the configuration layer.
When you want to add customizable information that is
not included in your data to your template, you can use the configuration
layer. The configuration layer consists of data or metadata to use
for your organization or just for your template.
This tutorial uses
two examples of when the configuration layer could be used:
- Module 1: Creating metadata for existing data with the configuration layer: This tutorial helps you
to design templates with human readable labels on pieces of information
like URLs. Then, when you configure a document generation, you can
select a URL from a list of display names.
- Module 2: Creating new data with the configuration layer: This tutorial helps you
to create a reusable template that can be added to any number of templates
to include the name of a reviewer. The reviewer can be selected during
document generation, and the output contains the name and a line for
the reviewer to sign off when the review is complete. Then the output
document can be stored for tracking purposes. Any user in the organization
can use this template in their own template designs. The Central management
component is required for this tutorial.
Learning objectives
Both tutorials
teach you how:
- To create a template and add elements to it
- To manage information by using the configuration layer
- To generate a report
Time required
1 hour