SI Explorer Tools Menu - SI Document Templates

This command can be executed from the SI Explorer's Tools menu or keyboard shortcut Ctrl+D.

SI Document TemplatesA Template is an outline that provides examples of how text should be entered in SpecsIntact format when creating a new Section are blank documents used to a create cover sheets, sign-off sheet, project information sheet or other unique documents to be used with specifications in multiple Jobs.

Click the commands on the image below to see how to use each function on the SI Document Templates menu.

Add

Adds the selected SI Document Template to the active Job or Master.

New

Opens the New SI Document Template window where you can designate a Name,Title and Working DirectoriesA designated location on your systems hard drive or network drive where the Jobs, Masters, and Templates are stored for the new template.

Edit

Opens the selected template in the SI Editor, so you can edit and save the template.

Copy

Makes a copy of the selected template by giving it a name and assigning a Working Directory.

Delete

Deletes the selected template.

You can right-clickTo press the right button of a mouse and release it to open a menu on a Document Template to either Rename the template or open the Template in Windows File ExplorerThe Windows Explorer is Microsoft Windows file manager application that is included in the operating system. It provides a graphical interface and allows users to manage files, folders, and network connections, as well as search for files and related components or File ExplorerThe File Explorer, previously known as Windows Explorer Is Microsoft Windows 10 file manager application that is included in the operating system. It provides a graphical interface and allows users to manage files, folders, network connections and folder options, as well as search for files and related components.

Standard Windows Commands

The Cancel button will close the window without recording any selections or changes entered.

The Help button will open the Help Topic for this window.

How To Use This Feature

To create a New SI Document Template:

1. From the SpecsIntact Explorer, select the Tools menu

2. From the SI Document Templates window, select the New button

3. Below Template, enter a Name and Title

4. Either leave the current Working Directory or select the drop-down arrow to choose a new one

5. Select OK

To Edit an existing SI Document Template:

1. From the SpecsIntact Explorer, select the Tools menu

2. From the SI Document Templates window, either double-clickIs a familiar mouse function in Windows applications Executes the function associated with that object, such as such as opening a file on the SI Document Template or highlight the Template and select the Edit button to open the template in SI Editor

3. From the SI Editor, make the necessary edits

4. Save and Close the SI Editor

Technical Support Information

Users are encouraged to visit the SpecsIntact Website's Support & Help Center for access to all of our User Tools, including eLearning (video tutorials), printable Guides, a Knowledge Base containing Frequently Asked Questions (FAQs), Technical Notes and Release Notes, and Web-Based Help.

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