Reveal Help Center

Templates

The Templates tab, found under Project Admin, allows for the creation and management of templates for various aspects of the Review project interface. Templates saved here are available for use within the project.

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Currently the only template category available is Slip Sheets, which updates the creation and specification of slip sheets for Production jobs.

Slip Sheet Templates

This function builds templates for production slip sheets, which are found within Slip Sheet tab under Project Admin->Productions. The Slip Sheet tab controls what documents are considered Excluded Documents for the production. Excluded documents will receive a slip sheet as its produced image.

Add_Template.png
  1. Click +Add template.

  2. In the Create window, enter a required Name that will be easily recognized.

  3. The checkbox defaults to Overwrite default font options so that any changes to Font Name, Font Style, Font Size and Text Color will be applied.

  4. Click UPDATE when complete.

Customizing Slip Sheet Templates
New_Template_before_Customize.png
  1. Click Customize. The button will change to Stop Customization and the default condition step will open.

  2. You may add a condition step either using the + Add condition button in the upper left of the template entry or by clicking the double sheet button at the upper right corner of the condition.

    New_Template_Customize_-_add_Condition.png
  3. Edit the Condition (pencil button at the left). Enter a distinct name and select the identifying condition from among Work Folders, Saved searches, File Type or Privileged, then select the appropriate identifying condition from the pane below.

  4. In the below example, documents grouped into the Work Folder OldWords are considered confidential. The below condition will exclude them from the production and insert Slip sheets that display their Confidentiality Designation. Click UPDATE to set the Condition.

    Set_Condition.png
  5. Next click the pencil button under Text to display to update the slip sheet message.

    Condition_text_to_display.png
    • Under the Text tab type in the text to be displayed. You then have the option to add a variable from either a selected Tag (represented in a salmon color) or Field (represented in a green color) for each slip sheeted document. Click SAVE to set.

    • The Options tab contains the initial font settings for the template, which may be updated here.

  6. The finished template will show the new conditions, which may re-ordered by dragging and dropping the 6-dotted handles at the left of each condition.

    Updated_Template.png

See Creating a Production Job for an initial application of Slip Sheet Templates.