The template feature allows you to configure custom fields that are required for manual covers and steps.
Editors can call up the most suitable template for the purpose and type of manual they want to create.
Overview
Supported Plans
Please check the link below for the plans and options that support this feature.
Supported Apps
- Web Browser
- Template management
- Manual editing with custom fields applied
- Viewing custom fields
- Mobile App, Mobile Browser
- Viewing custom fields
Feature Limits
Template Creation Limit
- Up to 50 templates
*Archived templates are not included.
Custom Field Limit per Template
- Cover: up to 10 fields
- Steps: up to 5 fields
Character Limit per Custom Field
- Up to 100 full-width characters (or 200 half-width characters) per custom field
How to Use
Turning the Template Feature ON/OFF
The template feature can be toggled ON/OFF per folder.
When turned ON, it applies to the specified folder and all subfolders within it.
▼Enable Template Function (Web Browser)
https://teachme.jp/8/manuals/37226774
User Permissions
- Group Administrator / Sub-Administrator
- Folder Administrator / Sub-Administrator
Creating a Template
You can create templates by combining custom fields that are required for manual covers and steps.
▼Create Template (Web Browser)
https://teachme.jp/8/manuals/37226021
User Permissions
- Group Administrator / Sub-Administrator
- Folder Administrator / Sub-Administrator
Template Types
Templates can be created in the following three patterns.
- Set custom fields for the cover only
- Set custom fields for steps only
- Set custom fields for both the cover and steps
Important Notes
The following operations are not supported. Please review carefully before publishing a template.
- Editing custom fields while the template is published
- Reverting a template that has been applied to a manual at least once back to draft status
▼Template Archive/Deletion and Publication Status Changes (Web Browser)
https://teachme.jp/8/manuals/38077179
Applying a Template
Created templates can be applied not only when creating a new manual, but also to existing manuals after the fact.
User Permissions
- Editor
▼Create manuals using templates (Web browser)
https://teachme.jp/8/manuals/37224419
▼Apply Templates to Created Manuals（Web Browser）
https://teachme.jp/8/manuals/37318138
For manuals that already have custom fields added, you can select individual custom fields and replace them separately.
▼Change the template applied to the manual（Web Browser）
https://teachme.jp/8/manuals/37318252
Important Notes
- Templates cannot be used in folders where the template feature is set to OFF.
- All templates published within the group are available for use.
- Filling in custom fields is mandatory. Manuals cannot be published with blank custom fields.