The Settings tab of Document Template Editor allows us to adjust the configuration and metadata of the document template. It is split to the following three parts:
This part allows us to change the metadata about the document template:
Name should be short name of the template.
Description should be short and descriptive (users will see it while selecting a document template).
Template ID is the document template ID (as explained for Create Document Template Editor).
Version of the document template.
License should contain a name of used license (e.g. Apache-2.0 or unlicensed).
Readme can contain a longer description, acknowledgements, notes how to use the template, links to resources, and a changelog.
We can specify here what knowledge models are compatible with our document template. This is useful to capture if our template is usable only with a certain knowledge model(s) which will guarantee us some content (specific chapters, questions, answers, etc.). For each entry, we are prompted to specify the Organization ID, Knowledge Model ID, Min Version, and Max Version. Any of these value can be left empty which means any value.
For example, if we set Organization ID to dsw, Knowledge Model ID to root, Min Version to 2.4.0 and leave Max Version empty, it will mean knowledge model dsw:root:2.4.0 and any higher version. So that example would work for dsw:root:2.4.4 or dsw:root:2.5.0 but not for dsw:root:2.3.0 nor acme:base-km:2.6.0
Each document template can support multiple file formats and users will be able to select which one they want to use to generate (or preview a document). We can add a new format by clicking Add button. Then, each format must have a Name and Icon (by using Font Awesome).
Each format has some steps which capture how a file for that format is produced. There are different steps defined such as
wkhtmltopdf which is used as its Name. Then, the step may have certain configuration Options. For example,
jinja2 must have
template specified. All the possible steps and their options are further described in the Document Template Development.